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CC SR 20211116 05 - Ladera Linda Financing Options CITY COUNCIL MEETING DATE: 11/16/2021 AGENDA REPORT AGENDA HEADING: Regular Business AGENDA TITLE: Consideration and possible action to proceed with filing the financing application for the Ladera Linda Community Center and Park Project. RECOMMENDED CITY COUNCIL ACTIONS: (1) Review the Finance Advisory Committee’s recommendation to finance up to $6 million of the total cost of the Ladera Linda Community Center and Park Project with Lease Revenue Obligations from the Bank of the West (BOW); (2) If deemed acceptable, direct Staff to file an application with BOW at a loan amount of up to $6 million at a 10-year term; (3) Authorize the City Council Facilities Subcommittee and City Manager, or his designee, to select a City asset to be used as collateral with BOW; (4) Authorize the Mayor to the sign the Lease Revenue Obligations agreement with BOW in a form approved by the City Attorney; and, (5) Authorize Staff to charge all related costs for the application process to the American Rescue Plan Act (ARPA) funding allocated to the Ladera Linda Park and Community Center Project. FISCAL IMPACT: The filing of an application with BOW will result in a City expenditure of an amount not to exceed $93,500. Amount Budgeted: $3,953,000 Additional Appropriation: N/A Account Number(s): 333-400-various account (ARPA Fund – Ladera Linda Park and Community Center Project) ORIGINATED BY: Trang Nguyen, Director of Finance REVIEWED BY: Same as above APPROVED BY: Ara Mihranian, AICP, City Manager ATTACHED SUPPORTING DOCUMENTS: A. October 6, 2021, BOW Proposal (page A-1) B. November 4, 2021, Finance Advisory Committee staff report (page B-1) C. May 18, 2021, City Council staff report (page C-1) 1 CITYOF RANCHO PALOS VERDES fl\, 4 BACKGROUND: On May 18, 2021, the City Council approved the recommendations from Staff and the Finance Advisory Committee (FAC) on the delivery method and financing options for the Ladera Linda Community Center and Park Project, as summarized below: • Use up to 50% of the ARPA funding for the project. • Use any available funds from Quimby Fund for the project. • A 50/50 split between financing with the California Infrastructure and Economic Development Bank (iBank) and the Capital Infrastructure Project (CIP) Fund. o The City Council directed Staff to proceed with step 1 of the iBank process to obtain pre-qualification. • Create a framework to replenish the CIP Fund with: o Private funding campaign o Interest earnings o General Fund surplus On June 14, Staff submitted the financial reports, including necessary questionnaires, to iBank, initiating the pre-qualification process. On September 7, the City was pre-qualified and received an invitation from iBank to formally apply at an updated preliminary interest rate of 2.2% for a 10-year loan term or 2.3% for a 15-year loan term with a 0.30% annual fee for both terms on an estimated $5.5 million loan. This is slightly lower than the original interest rate of 2.5% on both the 10- year and 15-year loan. During the pre-qualification process with iBank, Preferred Bank contacted the City expressing interest in assisting the City with the financing for the Project. After a brief discussion with the bank representative, Preferred Bank could not match the initial quote of 2.5% from iBank. Subsequently, Staff took this opportunity and reached out to BOW, the City’s operating bank, to see if it has a financing program that the City could consider. After several phone conversations and email exchanges with BOW, Staff believed that there is an advantageous opportunity for the City to consider financing the project with BOW. On July 20, Staff met with the FAC Subcommittee, consisting of Chair Lewis, Member MacAllister, and Member Yourman, to review financing options for project including the new opportunity with BOW. The Subcommittee recommended that this information be discussed with the FAC at its upcoming public meeting. On August 24 and September 9, Staff presented information to the FAC comparing the financing terms between iBank and BOW. At the conclusion of both meetings, FAC recommended continuing this item to allow the FAC Subcommittee to further evaluate the financing options by meeting with the representative from BOW. 2 On September 23, Staff and the FAC Subcommittee met with Ted Neu from BOW to further discuss its financing process, and the terms and conditions of the loan. Additionally, Staff met with the Facilities Subcommittee on October 28 to update the subcommittee on iBank and BOW proposal, and based on the information presented, the Subcommittee expressed an interest in pursuing project financing with BOW. Staff has also reached out to the City Attorney’s office to seek its legal assistance in the transaction with reviewing the financing documents. Anita Luck, a partner with Aleshire & Wynder, reviewed the proposal from BOW and expressed no concern with the proposal. Ms. Luck confirmed the need to have an outside financing authority to move forward with the transaction with BOW. DISCUSSION: As a result of discussion between the City and BOW, on October 6, Staff received a formal proposal from BOW to finance a portion of the project with Lease Revenue Obligations (Attachment A) for both a 10-year and 15-year loan term at $5.5 million. Table 1 below compares the loan terms between iBank and BOW: Table 1: Summary of the Financing Terms On November 4, Staff returned to the FAC to review the proposal from BOW including previous discussions between the FAC Subcommittee and BOW that occurred since the last FAC meeting. Based on the information reviewed that evening, FAC unanimously agreed to forward a recommendation to the City Council to consider financing up to $6 million (increased from the original discussion of $5.5 million) with BOW at a 10-year term for the financing of the project, soliciting services from a Municipal Financing Authority, and reallocating any unspent ARPA funds to the project. iBank BOW Loan Amount $5.5 million $5.5 million Term 10 or 15 years 10 or 15 years Interest Rate 2.3% for 15 years 2.2% for 10 years 1.9% for 15 years 1.7% for 10 years Estimated Annual Fees 0.3% $121,000 for 15 years $76,000 for 10 years $0 Estimated One-time Costs $0 BOW fees $20,000 City Legal fees $50,000 Municipal Financing Authority $3,500 Financial Advisor $20,000 Estimated Interest $1.1 million for 15 years $0.7 million for 10 years $0.8 million for 15 years $0.5 million for 10 years 3 FAC supports financing the project with BOW for the following reasons: • Up to $6 million: The financing of $5.5 million, approved by the City Council on May 18, was calculated based on a $15.7 million project cost estimate. Since then, the estimate has increased by several hundred thousand dollars based on project changes approved by the City Council. FAC now feels that it is prudent to increase the financing up to $6 million to support these changes and to be more flexible. • Lower Costs: Both banks offered a 10- and 15-year term but in order to maximize the savings, FAC recommended a 10-year term and staff concurred. The City could potentially have a net saving of approximately $182,000 to $327,000 depending on the length of the loan term. The net saving is calculated based on the interest savings and annual fees between iBank and BOW less the one -time costs. • Prepayment Option: BOW offers no penalty for prepayment on the loan while the City is responsible for the full interest cost with iBank even if the City decided to pay off the loan early. • Impact on Staff: The administrative support required on the loan with iBank and the application process will be burdensome to Staff. With BOW, the City receives full funding after the loan closes. With iBank, Staff will have to submit invoices for the actual expenses incurred to draw down the funds. • Relationship Building: FAC supports the opportunity to continue building a relationship with BOW. BOW has been providing general banking services to the City, and through this relationship the City received competitive financing terms and conditions, as confirmed by the City’s financial advisor. Therefore, continuing to strengthen the relationship will only create more advantageous opportunities for the City and the bank in the future. FAC supported soliciting services from a Municipal Financing Authority rather than forming its own Financing Authority based on the cost and benefit analysis. The cost of forming the Finance Authority ranges between $15,000 and $25,000. The monetary annual maintenance includes an annual filing which is approximately between $500 and $1,000 and an audit of approximately $5,000 based on the current cost of the Redevelopment Agency (RDA) annual audit fee. The cost to rent a Finance Authority is based on the size of the loan and is a one-time cost with no annual maintenance required , as summarized below: 4 • Under $1 million: $2,500 • $1 - $10 million: $3,500 • Over $10 million: $4,500 FAC also recommends that the City Council consider reallocating any unspent or savings from the ARPA funding to the project during the annual status report of the ARPA spending plan. The additional funds allocated to this project will help reduce the use of the CIP Fund. FAC deferred the discussion on the priority usage of the various funding sources for the project to a later date for additional information such as the final terms and conditions of the loan with BOW and the construction schedule. ADDITIONAL INFORMATION: Municipal Financing Authority There is no specific statute that says the City must have a Municipal Financing Authority in order to issue debt that is repayable from the City’s General Fund and/or the CIP Fund. However, Article XVI, Section 18 of the California Constitution prohibits cities (including chartered cities), counties, and school districts from entering into indebtedness or liability that in any year exceeds the income and revenue provided for such year unless the local agency first obtains two-thirds voter approval for the obligation. Therefore, the Municipal Financing Authority provides the City with an exception to the issue debt. American Rescue Plan Act (ARPA) On October 5, 2021, the City Council approved allocating $3,953,000 of the City’s ARPA funding to the project. This is approximately 40% of the $9.9 million of ARPA funding allocated to the City. The full $3.9 million has been appropriated for FY 2021-22. CONCLUSION: FAC, as well as Staff, recommends that the City Council consider the revision to the financing of the project by changing the financing entity from the iBank to BOW with the maximum loan amount of $6 million. The City will incur some one-time costs changing from iBank to BOW, however, the savings in interest and the option to prepay the debt outweigh the one-time costs. ALTERNATIVES: In addition to the recommendations discussed above, the following alternative actions are available for the City Council’s consideration: 5 1. Direct Staff to apply to both the iBank and BOW and bring back the final terms and conditions from both entities for City Council consideration. 2. Recommend alternate financing options. 3. Take no action on the financing and use the CIP Fund reserve for the project. 6 Bank of the West Proposal To Up to $5,500,000 2021 Lease Revenue Obligations October 6, 2021 A-1 RI-\NCHO !¾..OS VERDES October 6, 2021 Ms. Trang Nguyen Director of Finance City of Rancho Palos Verdes 30940 Hawthorne Blvd. Rancho Palos Verdes, CA 90275 tguyen@rpvca.gov Re: City of Ranch Palos Verdes 2021 Lease Revenue Obligations Dear Trang: Bank of the West (the “Bank”) is pleased to present our proposal to provide a tax-exempt term loan (the “Term Loan”) to the City of Rancho Palos Verdes for the completion of a new city- owned community center (“Ladera Linda Community Center and Park”) in an amount up to $5.5 million. Bank of the West is a member of BNP Paribas Group, one of the largest and healthiest banks in the world. We are a financially sound, California State-Chartered bank and California State approved depository bank, headquartered in San Francisco. The Bank’s Public Finance Department is a major provider of credit facilities in the form of letters of credit, private placements, direct purchase facilities, lines of credit, funded loans and leases to municipal borrowers. Our team has a combined forty years of experience in providing these facilities to local government agencies. We have provided approximately $300 million in credit facilities to municipal borrowers over the last 12 months, including a $110 million line of credit to back the San Diego County Water Authority’s commercial paper program and a $100 million line to back Los Angeles County Department of Water and Power’s bonds. We have provided private placements to numerous municipal borrowers including the City of Pittsburg, Stanislaus County, Town of Windsor, Novato Fire Protection District, and Madera County. Bank of the West is pleased to be the provider of full-service banking to the City and we appreciate this opportunity to support the City’s financing needs. A-2 Sincerely, Christine Armani-Dawood Matthew Kirschenman Director Vice President Public Finance Division Government Banking Division A-3 City of Rancho Palos Verdes $5,500,000 2021 Lease Revenue Obligations The proposed terms and conditions are provided for discussion purposes only and do not constitute an offer, agreement, or commitment to lend by Bank of the West (“Lender”). The actual terms and conditions upon which Bank of the West might extend credit to the Borrower are subject to satisfactory completion of due diligence, internal credit approval, satisfactory documentation and other such terms and conditions as determined solely by Bank of the West. Lender: Bank of the West (the “Bank”) Borrower: City of Rancho Palos Verdes (the “City”) Purpose and Structure: A term loan to the City (the “Term Loan”) to provide funds for a portion of the costs associated with the construction of a new City- owned community center, the Ladera Linda Community Center and Park project. The project includes the demolition of five existing buildings, and construction of a new Community Center, outdoor tiered seating, a parking lot and children’s playground. The Term Loan will be structured as a lease- leaseback between the City and the Rancho Palos Verdes Municipal Financing Authority, subject to abatement. The lease payments owed by the City to the Financing Authority and payable from the City’s General Fund revenues and the Financing Authority’s right, title and interest in the Site Lease and the Lease Agreement will be assigned to the Bank. The Lease Agreement will contain customary insurance provisions regarding the Leased Property, including rental interruption insurance, casualty insurance and title insurance, and covenants to repair and rebuild and apply net proceeds. Term: The Bank is offering the following: (1) A 10-year Lease/Term Loan with level principal amortization and semi-annual interest payments. A-4 (2) A 15-year Lease/Term Loan with level principal amortization and semi-annual interest payments. Repayment Source: The Lease Payments and any Additional Rental Payments due to the Bank will be payable from the General Fund of the City pursuant to the terms of the Lease Agreement. The Lease Payments and any Additional Rental Payments are payable from the City’s General Fund and any other legally available funds. The Lease Payments and Additional Rental Payments are payable by the City for and in consideration of the right of the use and occupancy of, and the continued quiet use and enjoyment of the Leased Property. The City covenants to take all actions required to include the Lease Payments and Additional Rental Payments in each of its budgets during the Term of the Lease Agreement and to make the necessary appropriations for all Lease Payments and Additional Rental Payments. The foregoing covenant of the City contained constitutes a duty imposed by law. Lease Payments are subject to abatement in each fiscal year. Leased Property: The “Leased Property” has yet to be determined by the City; however, it is expected to be an essential asset owned by the City which is acceptable to the Bank. In addition, the Leased Property shall have an appraised value (including land value), and sufficiently clear title, which is acceptable to the Bank and a fair market rental value which is sufficient in the opinion of Special Counsel to support the Term Loan described herein.. Principal Amortization: Annual (level) principal amortization. Interest Rate: (1) 10-year Lease/Term Loan: A tax-exempt fixed interest rate of 1.70% per annum. (2) 15-year Lease/Term Loan: A tax-exempt fixed rate of 1.90% per annum. The above rates are not locked and will be adjusted based on any extraordinary changes in market rates. The Bank is willing to enter into a rate lock agreement (drafted by Bank Counsel) once credit approval has been obtained. The rate lock will increase the coupon by 0.10% per A-5 annum. Prepayment Terms: The City may prepay the Term Loan at any time with no penalty. Key Documents: The Term Loan will be documented by a Site Lease, Lease Agreement and Assignment Agreement (drafted by Bond Counsel and reviewed by Bank Counsel) and a Supplemental Agreement (drafted by Bank Counsel), each in form and substance satisfactory to the Bank, that will outline key Bank provisions including events of default, covenants, representations and warranties, conditions precedent, indemnification and costs and expenses. All others will be drafted by Bond Counsel and reviewed by Bank Counsel. The Term Loan shall have no CUSIP number assigned to it, shall be in a single denomination, and shall not be divisible or transferable except to a bank, financial institution, or a qualified investor. The Term Loan shall not be rated. No official statement or other offering materials shall be prepared for the Term Loan. If requested, the Bank will execute a “sophisticated investor” letter at closing. Events of Default: Usual and customary for this type of lease financing and otherwise acceptable to the Bank, including but not limited to: failure to make payments when due; cross-default to other general fund debt of the City; breach of covenants (including reporting covenants); breach of representations and warranties; invalidity; loss of tax exemption; bankruptcy/insolvency; and withdrawal, suspension or downgrade of the long term unenhanced ratings assigned to any City Long- Term Borrowing General Fund Obligation below BBB-/Baa3 Default Rate: The Default Rate will be the Bank’s Base Rate +3%. The Bank’s Base Rate is equal to the greater of the Bank’s Prime Rate or Fed Funds plus 50 basis points. Conditions Precedent: Acquisition of title insurance in form and substance satisfactory to the Bank. The City shall provide certificates of insurance A-6 evidencing other insurance coverage, including 24 months of rental interruption insurance, in form and substance satisfactory to the Bank. In addition, the Bank will require legal opinions of Special Counsel related to the validity of the Site Lease, the Lease Agreement, the Assignment Agreement and the Supplemental Agreement and tax-exemption, legal opinions of counsel to the City and the Financing Authority and other customary conditions precedent. Representations and Warranties: Customary for transactions of this nature and otherwise acceptable to the Bank. Other Covenants: To budget and appropriate lease payments until final maturity; to maintain appropriate property and casualty coverage, as well as liability coverage and title insurance and 24 months rental interruption insurance. Fees, Costs and Charges: Bank of the West’s outside counsel fee will be capped at $20,000, provided there are no prolonged negotiations. The Bank envisions no other upfront costs. CDIAC’s fee for public sector financings, if any, will be for the account of the City. Reporting Requirements: Borrower’s audited financial statements due within 240 days after the close of each fiscal year. Annual Adopted Budget due within 60 days of adoption. Other information shall be provided upon request of the Bank. Bank Counsel: The Bank proposes using the following law firm to prepare the required Supplemental Agreement and to represent the Bank in the transaction: Melanie S. Murakami, Esq. Hawkins Delafield & Wood LLP 333 So. Grand Avenue, 36th Floor Los Angeles, CA 90071 Office: (213) 236-9063 Mobile: (213) 393-9441 Temporarily working from home mmurakami@hawkins.com A-7 Governing Law: State of California Bank Representatives: Edward C. (Ted) Neu Public Finance-Managing Director 180 Montgomery Street San Francisco, CA 94101 (415) 572-7054 Ted.Neu@bankofthewest.com Christine Armani-Dawood Public Finance-Director Bank of the West 300 S Grand Avenue Los Angeles, CA 90071 (213) 972-0507 Christine.Armani- Dawood@bankofthewest.com Matthew Kirschenman Government Banking-Vice President 300 S. Grand Avenue Los Angeles, CA 90071 (213) 972-0646 matthew.kirscheman@bankofthewest.com Approval: This facility is subject to final credit approval by the Bank. A credit decision can be expected within ten business days of selection of the Bank. Other: Additional terms and conditions may be requested at the time of final credit approval. Expiration: This proposal expires on December 31, 2021 unless extended by the Bank. Confidentiality: The terms contained in this document are confidential and, except for disclosure to your board, officers and employees, to professional advisors retained by you in connection with the transaction, or as may be required by law, may not be disclosed in whole or part to any other person or entity without prior written consent from the Bank. Bank of the West understands that, ultimately, results of the selection process are public information. A-8 FINANCE ADVISORY COMMITTEE MEETING DATE: 11/04/2021 AGENDA REPORT AGENDA TITLE: Consideration and possible action to review and discuss the new opportunity to finance the Ladera Linda Community Center and Park Project. RECOMMENDED FINANCE ADVISORY COMMITTEE ACTION: 1. Review, discuss, and provide recommendations on the new opportunity to finance the Ladera Linda Community Center and Park Project; 2. Provide any alternative recommendations on the financing options for the Ladera Linda Community Center and Park Project; and 3. Direct Staff to forward the Committee’s recommendations to the City Council. FISCAL IMPACT: N/A Amount Budgeted: N/A Additional Appropriation: N/A Account Number(s): N/A ORIGINATED BY: Trang Nguyen, Director of Finance REVIEWED BY: Same as above APPROVED BY: Same as above ATTACHED SUPPORTING DOCUMENTS: A. iBank Application Package (page A-1) B. Bank of the West Proposal (page B-1) C. September 9, 2021 Finance Advisory Committee Staff Report (page C-1) BACKGROUND AND DISCUSSION: On August 24 and September 9, Staff presented an updated information on the City’s financing options for the Ladera Linda Community Center and Park (attachment C). After some discussions, the Finance Advisory Committee (FAC) unanimously decided to have the Subcommittee meet with representative from Bank of the West to better understand their process and the financing terms and conditions before making any formal recommendation. On August 20, the City received the formal invitation to apply (attachment A) for financing from the California Infrastructure and Economic Development Bank (iBank). B-1 {vt As highlighted in prior reports, there is no out-of-pocket cost to proceed with the application process with iBank. On September 23, FAC Subcommittee which included Chair Lewis, Member MacAllister and Member Yourman participated in a Zoom meeting with Ted Neu, head of the Public Finance at Bank of the West (BOW) to discuss the process and the proposed financing terms. Then, on October 6, based on the request of the FAC Subcommittee, the City received a proposal from BOW for a Lease Revenue Obligations (attachment B). In summary, the table below captures the estimated financing costs with iBank and BOW. The final costs will be determined after the loan is finalized. It is important to note that the City is not obligated to accept the loan and may withdraw at any time during the process. The final approval/acceptance of the loan is at the discretion of the City Council. CONCLUSION: This item was presented on August 24 and September 9 and continued as requested by the Committee. Staff is requesting for the Committee’s feedback and recommendation on the financing options between iBank and BOW and direct So forward the agreed upon recommendations to the City Council. This item is tentative schedule to be on the November 16 City Council meeting. iBank BOW Loan Amount $5.5 million $5.5 million Term 10 or 15 years 10 or 15 years Interest Rate 2.3% for 15 years 2.2% for 10 years 1.9% for 15 years 1.7% for 10 years Estimated Annual Fees 0.3% $121,000 for 15 years $76,000 for 10 years $0 Estimated One-time Costs $0 BOW fees $20,000 City Legal fees $50,000 Municipal Financing Authority $3,500 Financial Advisor $20,000 Estimated Interest $1.1 million for 15 years $0.7 million for 10 years $0.8 million for 15 years $0.5 million for 10 years B-2 B-3 11.IBank CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK INFRASTRUCTURE STATE REVOLVING FUND LOAN PROGRAM FINANCING APPLICATION PART I. APPLICANT INFORMATION 1. Legal Name of Applicant: 12. Type of Applicant: □ City !choose One D Assessment District D Special District D School District D Other Public Agency 13. Mailing address of Applicant: Name Address City State .__lc_a_lif_or_ni_a _____ ~I Zip Codel .__ ---~ D County D State Agency D Mello-Roos Community Facilities District D Joint Powers Authority D Charter School D Non-profit Organization, provide name of Governmental Entity Sponsor (required) 4. Mailing address of the Governmental Entity Sponsor (required only if Applicant is a non-profit organization): Name I I Address City State ________ __,I Zip Code ._I ___ ~ lcalifornia Legal Name of Applicant Page 1 of 11 10/14/21 B-4 5. In what jurisdiction(s) is the Project located? [s. Applicant Contact information: Name Title Address Phone Number City Fax Number '-------------------~ State J ~C_a_lW_o_m_ia ______ ~l~pC~e ~---~I E-mail Governmental Entity Sponsor (required only if Applicant is a non-profit organization): Name Title Address Phone Number City Fax Number State lcalifomia J Zip Code I E-mail 7. Additional contact information: consultants, advisors, engineers, attorney and others affiliated with the project. Name Address City State Jcalifomia ---------~'~pC~e Name Address City State Jcalifornia ---------~! Zip Code Legal Name of Applicant Title Phone Number Fax Number ~---~I E-mail Title Phone Number Fax Number ~---~I E-mail Page 2 of 11 10/14/21 B-5 1. Financing amount requested: 2. IBank origination fee included in ~------~ financing: 3. Financing Term requested: (in years) 14, Source of financing repayment: D Enterprise Fund D Special Fund D Special Taxes/ Property Related Assessments D General Fund Lease D Assessment District/Mello-Roos Tax D Voter Approved General Obligation Debt D Other 1. Project Name: 12. Project Location/Address: Street !specify: !specify: I specify: City Zip Code 3. Project Category (please reference IBank Criteria, Priorities, and Guidelines Document found HERE) D City Street D County Highway D Defense Conversion D Educational Facility D Military Infrastructure D Port Facility D Public Safety Facility D Sewage Collection and Treatment D State Highway D Industrial, Utility, and Commercial D Drainage and Flood Control D Environmental Mitigation Measures D Parks and Recreational Facility D Power or Communications Facility D Public Transit D Solid Waste Collection and Disposal D Water Treatment and Distribution D Educational, Cultural, and Social 4. Detailed description of Project. (An environmental report, such as CEQA, capital improvement plan or feasibility study, or other such reports containing a detailed description of the Project. If the funding request is limited to a portion of the project, please identify as appropriate. [Attach as Exhibit 1.] . . '" . Type of.f>el'fllit J · · bate. Submitted, Oate Received E~pfratior1 Dc1te .. . ·. ·. Legal Name of Applicant Page 3 of 11 10/14/21 B-6 5. Complete the attached Project Sources and Uses of Proceeds table as Exhibit 2. Attach cost estimates, bids, and construction contracts, if available. [Label and attach as Exhibits 2a, 2b, 2c, etc.] Attachment: I I 6. Provide documentation demonstrating commitment(s) for Project funding sources other than I Bank's, such as resolutions, commitment letters, grant agreements, loan agreements, contracts, etc. [Label and attach as Exhibit 3 -if multiple documents, label and attach as Exhibits 3a, 3b, 3c, etc.] Attachment: 7. Is land acquisition a component of the Project? □ No D Yes Provide a copy of the purchase agreement as Exhibit 4. Include a description of the land acquired or to be acquired (current owner, address, assessor's parcel number, purchase date or expected purchase date, cost or estimate), and identify the funding source for the land below: Funding Source I I 8. Provide a Project timeline as Exhibit 5. Include specific Project milestones such as preliminary engineering report, all required permits, design, engineering, land/right-of-way acquisition, preparation of bid documents, awarding of construction contract, construction start date, construction completion date, and date the project will become operational. Attachment: I I 9. Private Activity Will any entity, including a governmental entity other than the Applicant, use or directly benefit from any portion of the Project other than as a member of the general public? (For example, will a private entity or a federal agency operate, or lease space in the proposed project?) □ No □Yes Describe the entity that will use or otherwise benefit from the Project. Provide a copy of any agreement with such private entity, or federal agency. [Label and attach as Exhibit 6) 10. Will the loan finance more than 5% of the private activity costs? □ No D Yes I Explain: Legal Name of Applicant Page 4 of 11 I 10/14/21 B-7 11. Business Relocation Will the proposed Project facilitate the relocation of a private sector business from one area of the State to another? 0 No D Yes Provide a justification to support the move: 12. Non-Profit Applicants Explain the affiliation between the non-profit and the public entity Sponsor (City, County, State Agency, Special District, JPA, etc.) of the proposed project. Explain: 13. Project Impact A. Describe the economic benefits to the community and/or State resulting from this project: Explain: B. Provide the following: 1) The total number of jobs created and average wage. 2) The total number of jobs retained and average wage. Describe the environmental impact to the community that will result from this Project. Total number of jobs created Average wage of jobs created Total number of jobs retained Average wage of jobs retained !Explain: Legal Name of Applicant Page 5 of 11 10/14/21 B-8 14. Useful Life Provide evidence of the useful life of the Project. [Label and attach as Exhibit 7) Note : Information required in this part that was previously provided to IBank need not be resubmitted. 1. Provide complete copies of the five (5) most recent fiscal year-end audited financial statements, if not already provided, as well as applicable revenue projections and cash flows. [Label and attach as Exhibits Sa, Sb, Sc, etc.] 2. Provide the current year's adopted budget as Exhibit 9. 0 No D Yes 3. Are there any events that have occurred since the date of the last financial statement that could materially affect revenues or overall financial condition of the Applicant? 0 No D Yes Explain: 4. In the table below, list all outstanding financing obligations (debts, notes, capital leases, etc.) secured by the source of repayment for the requested financing. Attach as Exhibit 10 one copy of all financing documents (e.g., official statement along with any underlying loan agreements, lease agreements, or indentures, etc. [Label and attach as Exhibits 10a , 10b, 10c, etc.] Name of Lender Date of Debt Outstanding Balance Maximum Annual Debt II (as of ) Service /Lease Payment $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 ~ Legal Name of Applicant Page 6 of 11 10/14/21 B-9 5. Provide a description of any off-balance-sheet debt obligations, including capital leases and other contractual obligations. Explain: 6. Has the Applicant defaulted on any debt or other obligation including, but not limited to, bonds, leases, or loans within the last five (5) years? □No □Yes Specify the date(s) and circumstance(s) 7. Attach as Exhibit 11 the current Capital Improvement Plan. Explain below any expected Plan for future debt issuance: Explain: 8. Does the Applicant have an Inter-fund Transfer Policy? □ No □Yes [Attach a copy ofthe policy as Exhibit 12] 1. Will the loan proceeds pay current staff to perform direct work for the Project?" ISRF Loan proceeds cannot be used to pay overtime. □ No □Yes 2. Will the loan proceeds pay for any general administration or overhead costs? □No D Yes 3. Have such costs already been incurred? □ No □Yes I Explain: Legal Name of Applicant Page 7 of 11 10/14/21 B-10 4. Does the Project include prevailing wages as required by IBank Criteria? □ No □Yes 5. Will loan proceeds finance preliminary costs? □ No D Yes A) Are such costs greater than 20% of the total loan amount? □ No D Yes □ No □Yes B) Have any costs been already incurred? Explain: Legal Name of Applicant Page 8 of 11 10/14/21 B-11 L~·,=-•r\!11 1 ■::te,.•11.,lfilrt•1::-~1'i'•~ 1. Describe the composition of the Applicant's governing body, including the number of positions, term, and selection/ appointment process: Explain: 2. Describe any pending or anticipated litigation and/or contractual disputes that may negatively impact the loan repayment source, or the ability of the Applicant to enter into or repay the IBank loan: Explain: 3. Describe any past, present, or potential issues or controversies that may impact the Project: Explain: 4. For any applicant that is a Charter City, attach as Exhibit 13 the completed Charter City Questionnaire, and a copy of the City's Charter including all addendums and supplements thereto. 5. For any applicant that is a School District, Special District, or Joint Powers Authority (JPA), provide the statutory citation of formation authority or attach a copy of all formation documents and amendments as Exhibit 14. 0 No D Yes 6. For any applicant that is a Non-Profit provide as Exhibit 15, a copy of the following: a. Articles of Incorporation, together with all amendments b. Certificate of Status/Good Standing c. Bylaws, together with all amendments d. 501 (c)(3) Determination Letter(s) from the IRS, and any related documents and correspondence with/from IRS e. All Form 990s for the last three years f. All Form 990-Ts for the last three years g. Capital Campaign brochures, form of pledge cards and related materials, if any I acknowledge that: All information submitted to the California Infrastructure and Economic Development Bank (IBank) is true and correct at the time of submission, and such information does not contain any untrue or misleading statement of a material fact or omit to state any material fact necessary to make the statements contained herein not misleading. SIGNATURE PRINT NAME AND TITLE DATE Please tell us how you heard about I Bank and the ISRF Program. Explain: Legal Name of App l icant Page 9 of 11 10/14/21 B-12 Application Checklist (Complete and submit with Financing Application) INDICATE IBank WHETHER OR NOT APPLICATION EXHIBITS Staff EACH DOCUMENT Use IS ATTACHED TO THIS APPLICATION Date YES NO N/A Please place an "X" in the appropriate box Rec'd Application Signed and Dated Exhibit 1 Study, Plan , or Other report with Detailed Project Description Exhibit 2 Sources and Uses of Proceeds Table Exhibit 2a Detailed cost estimates, bids, and construction contracts, that support Exhibit Exhibit 3 Documentation Demonstrating Commitment of Other Project Funding Sources (includes Applicant's contribution) Exhibit 4 Real Estate Purchase Agreement Exhibit 5 Project Timeline Exhibit 6 Project Benefit Information Exhibit 7 Useful Life Exhibit Exhibit 8 Five (5) Years Audited Financial Statements [and any applicable revenue projections and cash flows] Exhibit 9 Current Year Adopted Budget Exhibit 10 Outstanding Financing Documents Exhibit 11 Current Capital Improvement Plan Exhibit 12 lnterfund Transfer Policy/Reimbursement Agreement Exhibit 13 Charter City Information and Questionnaire Exhibit 14 Di st ricts Formation Documents and Amendments Exhibit 15 Non-Profit Applicants Exhibits Legal Name of Applicant Page 10 of 11 10/14/21 B-13Exhibit 2 SOURCES AND USES OF PROCEEDS TABLE (Note: Attach as Exhibit 2a detailed cost estimates, bids, and construction contracts, etc. to support data provided in the table.) PROJECT PROJECT FUNDING SOURCES USES Estimated IBank [Applicant] Other Other Other TOTAL Useful Life Land Acquisition Building Construction/Renovation Construction Contingency Machinery/Equipment Engineering/Architectural/Design/Permits/ Environmental IBank Origination Fee: Other: Other: TOTAL B-14 B-15 •.1Bank CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK INFRASTRUCTURE STATE REVOLVING FUND PROGRAM FINANCING APPLICATION ADDENDUM GENERAL FUND DEBT Rev. 7/24/2015 B-16 CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK INFRASTRUCTURE STATE REVOLVING FUND PROGRAM GENERAL FUND FINANCING APPLICATION ADDENDUM PART I. LEASE INFORMATION 1. Will the Project being financed be the subject of the lease? Oves D No --Describe the facility(ies) to be leased: Address Use Year Built Square Feet 2. Explain the essential services each leased facility provides to the community . Construction Type 3. Attach a current preliminary title report for each proposed leased facility as Exhibit GFL-1. 4. Complete the attached Comprehensive Environmental Survey for each proposed leased facility; include as Exhibit(s) GFL-2a, GFL-2b, GFL-2c, etc . 5. If the leased facility is not the Project to be financed, include documentation of the current fair market value of the proposed leased facility or facilities (e.g ., an appraisal of the leased property performed by an independent appraiser, or insurance information to document the value of the improvements along with land valuation documentation obtained from an independent professional) as Exhibit GFL- 3. [Name of Applicant] Page 1 Rev. 7/24/2015 B-17 GENERAL FUND LEASE ADDENDUM CHECKLIST (Applicant, please complete this General Fund Addendum Checklist and submit with the Financing Application.) INCLUDED N/ APPLICATION CONTENT YES NO A Exhibit GFL-1 Current Preliminary Title Report ,---□ Exhibit GFL-2 Comprehensive Environmental Survey(s) (Use attached form.) Exhibit GLF-3 Facility Valuation Documentation D Exhibit GFL -4 Pre-acquisition Site Assessment or Environmental Survey [Name of Applicant] Page 2 Rev. 7/24/2015 B-18 Exhibit GFL-2 COMPREHENSIVE ENVIRONMENTAL SURVEY Address or location of subject property (ies): Street: City, Zip: The purpose of this questionnaire is to provide information about the past and present ownership and uses of the real property upon which the California Infrastructure and Economic Development {IBank) will rely for security in deciding whether to extend credit. Please respond fully to all questions, including attaching supporting documentary evidence where appropriate (Label as Attachment 1, 2, 3, etc., as appropriate). If the questionnaire is not completely filled out, or if questions are left unanswered, a Phase I Environmental Assessment may be required. If space is inadequate to answer, please attach additional pages as needed. 1. History of the property a. List the present and previous owner(s)/occupant(s) (if different than owner), the time period of each owner or occupant of the property (start with present and include a twenty year history if possible), and use of property: Dates of Occupant(s) (if Owner(s) Ownership different) Use of Property b. Were any of the uses of property a disposal facility, a dumpsite, storage for or involving use of chemicals, hazardous waste, or toxic materials? (Includes but not limited to gasoline station, motor repair facility, commercial printing facility, dry cleaners, junkyard, etc.) ONo Oves Explain: c. If applicable what was the date of last transfer of ownership? [Name of Applicant] Page 3 Rev. 7/24/2015 B-19 2. Present and previous use(s) of the adjacent (bordering) properties a. List the present and previous uses of the adjacent properties. Location Current Use Prior Use (include dates) North South East West b. Were any of the uses of adjacent property a disposal facility, a dumpsite, storage for or involving use of chemicals, hazardous waste, or toxic materials? (Includes but not limited to gasoline station, motor repair facility, commercial printing facility, dry cleaners, junkyard, etc.) 0No Oves Explain: 3. Proposed use of the property a. Discuss the proposed use of the property. b. Was a pre-acquisition site assessment or environmental survey performed? □No Oves Attach a copy of the assessment/survey as Exhibit GFL-4. [Name of Applicant] Page 4 Rev. 7/24/2015 B-20 TO BE COMPLETED BY OWNER/OCCUPANT USE ADDITIONAL PAPER IF NECESSARY C:hPmkalc; 4a. Are there currently any damaged or discarded automotive or industrial batteries, pesticides, paints, or other chemicals in individual containers >5 gal (19 L) in volume or 50 gal (190L) in the aggregate, stored on or used at the property or at the facility? If yes, explain : 4b. Did you observe evidence or do have any prior knowledge that previously there have been any damaged or discarded automotive or industrial batteries, pesticides, paints, or other chemicals in individual containers >5 gal (19 L) in volume or 50 gal (190L) in the aggregate, stored on or used at the property or at the facility? If yes, explain : Sa. Are there currently any industrial drums (typically 55 gal (208L)) or sacks of chemicals located on the property or at the facility? If yes, explain: Sb. Did you observe evidence or do you have any prior knowledge that there have been any industrial drums (typically 55 gal (208L)) or sacks of chemicals located on the property or at the facility? If yes, explain: Dirt, Pits or Ponds 6. Did you observe evidence or do you have any prior knowledge that fill dirt has been brought onto the property that originated from: a. a contaminated site? b. an unknown origin? If yes, explain: 7a . Are there currently any pits, ponds, or lagoons located on the property in connection with waste treatment or waste disposal? If yes, explain: 7b . Did you observe evidence or do you have any prior knowledge that previously there have been any pits, ponds, or lagoons located on the property in connection with waste treatment or waste disposal? If yes, explain: Sa . Is there currently any stained soil on the property? If yes, explain: [Name of Applicant] Pag e 5 Yes No 00 Yes No 00 Yes No 00 Yes No 00 Yes No 00 Yes No Yes No 0 Yes No Yes No 00 Rev. 7/24/2015 B-21 Sb. Did you observe evidence or do you have any prior knowledge that previously there has been any stained soil on the property? If yes, explain: Tanks 9a . Are there currently any registered or unregistered storage tanks (above or underground) located on the property? If yes, explain: 9b. Did you observe evidence or do you have any prior knowledge that previously there have been any registered or unregistered storage tanks (above or underground) located on the property? 10a. Are there currently any vent pipes, fill pipes, or access ways indicating a fill pipe protruding from the ground on the property or adjacent to any structure located on the property? If yes, explain: 10b. Did you observe evidence or do you have any prior knowledge that previously there have been any vent pipes, fill pipes, or access ways indicating a fill pipe protruding from the ground on the property or adjacent to any structure located on the property? If yes, explain: Drains lla. Are there currently any flooring, drains, or walls located within the facility that are stained by substances other than water or are emitting foul odors? If yes, explain: llb. Did you observe evidence or do you have any prior knowledge that previously there have been any flooring, drains, or walls located within the facility that are stained by substances other than water or are emitting foul odors? If yes, explain: Water 12. If the property is served by a private well or non-public water system, is there evidence or do you have prior knowledge: a. that contaminants have been identified in the well or system that exceed guidelines applicable to the water system? If yes, explain: b. that the well has been designated as contaminated by any government environmental/health agency? If yes, explain: [Name of Applicant] Page 6 Yes No 00 Yes No 0 Yes Yes No 00 Yes No 00 No Yes No 00 Yes No 00 Yes No 00 Rev. 7/24/2015 B-22 Hazardous Substances I 13. Does the owner or occupant of the property have any knowledge of complaints, citations, environmental liens or governmental notification relating to past or recurrent violations of environmental laws with respect to the property or any facility located on the property? If yes, explain : 14. Has the owner or occupant of the property been informed of the: a. past existence of hazardous substances or petroleum products, including lead-based paints, with respect to the property or any facility located on the property? If yes, explain: b. current existence of hazardous substances, petroleum products, including lead-based paints with respect to the property or any facility located on the property? If yes, explain: Environmental Violations 15. Has the owner or occupant of the property been informed of the: a. past experience of environmental violations with respect to the property or any facility located on the property? If yes, explain: b. current existence of environmental violations with respect to the property or any facility located on the property? If yes, explain: 16. Does the owner or occupant of the property have any knowledge of any environmental site assessment of the property or facility that indicated the presence of hazardous substances, including lead -based paints, or petroleum products on, or contamination of, the property or recommended further assessment of the property? If yes, explain: 17. Does the owner or occupant of the property know of any past, threatened, or pending lawsuits or administrative proceedings concerning a release or threatened release of any hazardous substance or petroleum products involving the property by any owner or occupant of the property? If yes, explain: 18a. Does the property discharge waste water on or adjacent to the property, other than storm water, into a storm water system? If yes, explain: 18b. Does the property discharge waste water on or adjacent to the property, other than storm water, into a sanitary sewer system? If ye s, explain : [Name of Applicant] Page 7 Yes No 00 Yes No 00 Yes No 00 Yes No 00 Yes J No 1 j Yes No 00 Yes No 00 Yes No Rev . 7/24/2015 B-23 19. Did you observe evidence or do you have any prior knowledge that any hazardous substances, including or petroleum products, unidentified waste materials, tires, automotive or industrial batteries or any other waste materials have been dumped above grade, buried and/or burned on the property? Ye s No If yes, explain: 0 0 20. Is there a transformer, capacitor, or any hydraulic equipment for which there are any records indicating the presence of PCB's? Yes No If yes, explain: 0 () Signatures: This document may be signed in counterparts. The information contained herein is intended for the use of the California Infrastructure and Economic Development Bank and should not be relied on by the borrower or any other party to the transaction. I have reviewed my responses above and hereby attest that they are true and correct. Owner/Occupant: _____________ _ Date: ----------- I have reviewed the above responses and I hereby attest that I have no additional knowledge that is contrary to this information . Borrower: ________________ _ Date: __________ _ [Name of Applicant] Page 8 Rev . 7/24/2015 B-24 B-25 •.1Bank CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK LOAN FINANCING CHARTER CITY QUESTIONNAIRE LEGAL NAME OF APPLICANT For /Bank Use: DATE RECEIVED NAME OF PROJECT Instructions: The following questions are required to comply with (1) California Public Contract Code, Part 1 of Division 2, Chapter 2.8 Project Labor Agreements, commencing with Section 2500 et. seq., and (2) California Labor Code, part 7 of Division 2, Chapter 1, Public Works, Article 2, Wages, commencing with Section 1770, et seq. Answer the questions by selecting checking a "Yes" or "No" response and follow the provided directions. 1. Does the City have a charter provision, initiative, or ordinance that: i. Prohibits the City's governing board from considering a project labor agreement that includes the taxpayer protections provided by Section 2500 of the California Public Contract Code? ii. Prohibits the City's governing board from considering whether to allocate funds to a City-funded project covered by a project labor agreement with taxpayer protections provided by Section 2500 of the California Public Contract Code? or iii. Prohibits, limits, or constrains in any way the City's governing board's authority or discretion to adopt, require or utilize a project labor agreement that includes all of the taxpayer protection provisions of Section 2500 of the California Public Contract Code for some or all of the construction projects to be awarded by the City? YesO to any of the questions the City is ineligible to receive I Bank Financing. No O no to all the questions, the City is eligible for consideration to receive IBank Financing . 2. Does the City have a charter provision or ordinance that authorizes a contractor to not comply with California Labor Code, Part 7 of Division 2, Chapter 1, Public Works, Article 2, Wages, commencing with Section 1770, et seq . ("Article 2"), including the payment of prevailing wages, for a public works contract as defined in Labor Code Sect ion 1782? Yes D the City is ineligible for consideration to receive IBank Financing unless it answers "yes" to questions 4 or 6, below. No D, the City is eligible for consideration to receive I Bank Financing. 11-23 -1 5 B-26 3. Has the City within the previous two years awarded a public works contract, as defined in Labor Code Section 1782, without requiring the contractor to comply with all provisions of Article 2? YesO, the City is ineligible for consideration to receive I Bank Financing unless the City (i) provides documentation satisfactory to !Bank that Its failure to include a prevailing wage or apprenticeship requirement in a particular contract was inadvertent and contrary to a City charter provision or ordinance that otherwise requires compliance with Article 2, (ii) answers "yes" to question 6, or (iii) answers "yes" to question 7. No D, the City is eligible for consideration to receive I Bank Financing . 4. [Skip this question if the City answered "no" to question 2.) If the City answered "yes" to question 2, does the City have a local prevailing wage ordinance for all its public works contracts (as defined in Labor Code Section 1782) that includes requirements that in all respects are equal to or greater than the requirements imposed by the provisions of Article 2 and that do not authorize a contractor to not comply with Article 2? YesO the City is eligible for consideration to receive I Bank Financing. No D the City is ineligible for consideration to receive IBank Financing unless it answers "yes" to question 6. 5. Is the City included on the list maintained by the Director of Industrial Relations of the charter cities that may receive and use state funding or financial assistance for their construction projects? YesO, the City is eligible for consideration to receive I Bank Financing. No O the City is ineligible for consideration to receive I Bank Financing unless it answers "yes" to question 6. 6. [Skip this question if the City answered "no" to questions 2 or 3 or answered "yes" to questions 4 or 5.) If the City answered "yes" to questions 2 or 3, or answered "no" to questions 4 or 5, is the City seeking I Bank Financing to complete a contract that was awarded prior to January 1, 2015? YesO the City is eligible for consideration to receive I Bank Financing. No D, the City is ineligible for consideration to receive I Bank Financing. 7. [Skip this question if the City answered "no" to question 3.) If the City answered "yes" to question 3, is the City seeking I Bank Financing to perform a contract the City advertised for bid or awarded prior to January 1, 2015? YesO the City is eligible for consideration to receive I Bank Financing. No D, the City is ineligible for consideration to receive I Bank Financing. 2 11-23-15 . B-27 Sign, date, and submit this form if: (i) The City answered "no" to question 1; and (ii) The City answered "no" to question 2, or answered "yes" to question 2 and also answered "yes" to questions 4 or 6; and (iii) The City answered "no" to question 3, or answered "yes" to question 3 and also either (a) provided the documentation required under question 3, (b) answered "yes" to question 6, or (c) answered "yes" to question 7; and (iv) The City answered "yes" to question 5, or answered "no" to question 5 and also answered "yes" to question 6. Otherwise, the City is ineligible for consideration to receive I Bank Financing. APPLICANT ACKNOWLEDGEMENT AND SIGNATURE I hereby certify that I am an authorized representative of the Applicant, and that I have been authorized by the Applicant to execute this Charter City Questionnaire for I Bank financing. AUTHORIZED SIGNATURE PRINT NAME AND TITLE DATE 3 11-23-15 B-28 Bank of the West Proposal To Up to $5,500,000 2021 Lease Revenue Obligations October 6, 2021 B-29 RI-\NCHO !¾..OS VERDES October 6, 2021 Ms. Trang Nguyen Director of Finance City of Rancho Palos Verdes 30940 Hawthorne Blvd. Rancho Palos Verdes, CA 90275 tguyen@rpvca.gov Re: City of Ranch Palos Verdes 2021 Lease Revenue Obligations Dear Trang: Bank of the West (the “Bank”) is pleased to present our proposal to provide a tax-exempt term loan (the “Term Loan”) to the City of Rancho Palos Verdes for the completion of a new city- owned community center (“Ladera Linda Community Center and Park”) in an amount up to $5.5 million. Bank of the West is a member of BNP Paribas Group, one of the largest and healthiest banks in the world. We are a financially sound, California State-Chartered bank and California State approved depository bank, headquartered in San Francisco. The Bank’s Public Finance Department is a major provider of credit facilities in the form of letters of credit, private placements, direct purchase facilities, lines of credit, funded loans and leases to municipal borrowers. Our team has a combined forty years of experience in providing these facilities to local government agencies. We have provided approximately $300 million in credit facilities to municipal borrowers over the last 12 months, including a $110 million line of credit to back the San Diego County Water Authority’s commercial paper program and a $100 million line to back Los Angeles County Department of Water and Power’s bonds. We have provided private placements to numerous municipal borrowers including the City of Pittsburg, Stanislaus County, Town of Windsor, Novato Fire Protection District, and Madera County. Bank of the West is pleased to be the provider of full-service banking to the City and we appreciate this opportunity to support the City’s financing needs. B-30 Sincerely, Christine Armani-Dawood Matthew Kirschenman Director Vice President Public Finance Division Government Banking Division B-31 City of Rancho Palos Verdes $5,500,000 2021 Lease Revenue Obligations The proposed terms and conditions are provided for discussion purposes only and do not constitute an offer, agreement, or commitment to lend by Bank of the West (“Lender”). The actual terms and conditions upon which Bank of the West might extend credit to the Borrower are subject to satisfactory completion of due diligence, internal credit approval, satisfactory documentation and other such terms and conditions as determined solely by Bank of the West. Lender: Bank of the West (the “Bank”) Borrower: City of Rancho Palos Verdes (the “City”) Purpose and Structure: A term loan to the City (the “Term Loan”) to provide funds for a portion of the costs associated with the construction of a new City- owned community center, the Ladera Linda Community Center and Park project. The project includes the demolition of five existing buildings, and construction of a new Community Center, outdoor tiered seating, a parking lot and children’s playground. The Term Loan will be structured as a lease- leaseback between the City and the Rancho Palos Verdes Municipal Financing Authority, subject to abatement. The lease payments owed by the City to the Financing Authority and payable from the City’s General Fund revenues and the Financing Authority’s right, title and interest in the Site Lease and the Lease Agreement will be assigned to the Bank. The Lease Agreement will contain customary insurance provisions regarding the Leased Property, including rental interruption insurance, casualty insurance and title insurance, and covenants to repair and rebuild and apply net proceeds. Term: The Bank is offering the following: (1) A 10-year Lease/Term Loan with level principal amortization and semi-annual interest payments. B-32 (2) A 15-year Lease/Term Loan with level principal amortization and semi-annual interest payments. Repayment Source: The Lease Payments and any Additional Rental Payments due to the Bank will be payable from the General Fund of the City pursuant to the terms of the Lease Agreement. The Lease Payments and any Additional Rental Payments are payable from the City’s General Fund and any other legally available funds. The Lease Payments and Additional Rental Payments are payable by the City for and in consideration of the right of the use and occupancy of, and the continued quiet use and enjoyment of the Leased Property. The City covenants to take all actions required to include the Lease Payments and Additional Rental Payments in each of its budgets during the Term of the Lease Agreement and to make the necessary appropriations for all Lease Payments and Additional Rental Payments. The foregoing covenant of the City contained constitutes a duty imposed by law. Lease Payments are subject to abatement in each fiscal year. Leased Property: The “Leased Property” has yet to be determined by the City; however, it is expected to be an essential asset owned by the City which is acceptable to the Bank. In addition, the Leased Property shall have an appraised value (including land value), and sufficiently clear title, which is acceptable to the Bank and a fair market rental value which is sufficient in the opinion of Special Counsel to support the Term Loan described herein.. Principal Amortization: Annual (level) principal amortization. Interest Rate: (1) 10-year Lease/Term Loan: A tax-exempt fixed interest rate of 1.70% per annum. (2) 15-year Lease/Term Loan: A tax-exempt fixed rate of 1.90% per annum. The above rates are not locked and will be adjusted based on any extraordinary changes in market rates. The Bank is willing to enter into a rate lock agreement (drafted by Bank Counsel) once credit approval has been obtained. The rate lock will increase the coupon by 0.10% per B-33 annum. Prepayment Terms: The City may prepay the Term Loan at any time with no penalty. Key Documents: The Term Loan will be documented by a Site Lease, Lease Agreement and Assignment Agreement (drafted by Bond Counsel and reviewed by Bank Counsel) and a Supplemental Agreement (drafted by Bank Counsel), each in form and substance satisfactory to the Bank, that will outline key Bank provisions including events of default, covenants, representations and warranties, conditions precedent, indemnification and costs and expenses. All others will be drafted by Bond Counsel and reviewed by Bank Counsel. The Term Loan shall have no CUSIP number assigned to it, shall be in a single denomination, and shall not be divisible or transferable except to a bank, financial institution, or a qualified investor. The Term Loan shall not be rated. No official statement or other offering materials shall be prepared for the Term Loan. If requested, the Bank will execute a “sophisticated investor” letter at closing. Events of Default: Usual and customary for this type of lease financing and otherwise acceptable to the Bank, including but not limited to: failure to make payments when due; cross-default to other general fund debt of the City; breach of covenants (including reporting covenants); breach of representations and warranties; invalidity; loss of tax exemption; bankruptcy/insolvency; and withdrawal, suspension or downgrade of the long term unenhanced ratings assigned to any City Long- Term Borrowing General Fund Obligation below BBB-/Baa3 Default Rate: The Default Rate will be the Bank’s Base Rate +3%. The Bank’s Base Rate is equal to the greater of the Bank’s Prime Rate or Fed Funds plus 50 basis points. Conditions Precedent: Acquisition of title insurance in form and substance satisfactory to the Bank. The City shall provide certificates of insurance B-34 evidencing other insurance coverage, including 24 months of rental interruption insurance, in form and substance satisfactory to the Bank. In addition, the Bank will require legal opinions of Special Counsel related to the validity of the Site Lease, the Lease Agreement, the Assignment Agreement and the Supplemental Agreement and tax-exemption, legal opinions of counsel to the City and the Financing Authority and other customary conditions precedent. Representations and Warranties: Customary for transactions of this nature and otherwise acceptable to the Bank. Other Covenants: To budget and appropriate lease payments until final maturity; to maintain appropriate property and casualty coverage, as well as liability coverage and title insurance and 24 months rental interruption insurance. Fees, Costs and Charges: Bank of the West’s outside counsel fee will be capped at $20,000, provided there are no prolonged negotiations. The Bank envisions no other upfront costs. CDIAC’s fee for public sector financings, if any, will be for the account of the City. Reporting Requirements: Borrower’s audited financial statements due within 240 days after the close of each fiscal year. Annual Adopted Budget due within 60 days of adoption. Other information shall be provided upon request of the Bank. Bank Counsel: The Bank proposes using the following law firm to prepare the required Supplemental Agreement and to represent the Bank in the transaction: Melanie S. Murakami, Esq. Hawkins Delafield & Wood LLP 333 So. Grand Avenue, 36th Floor Los Angeles, CA 90071 Office: (213) 236-9063 Mobile: (213) 393-9441 Temporarily working from home mmurakami@hawkins.com B-35 Governing Law: State of California Bank Representatives: Edward C. (Ted) Neu Public Finance-Managing Director 180 Montgomery Street San Francisco, CA 94101 (415) 572-7054 Ted.Neu@bankofthewest.com Christine Armani-Dawood Public Finance-Director Bank of the West 300 S Grand Avenue Los Angeles, CA 90071 (213) 972-0507 Christine.Armani- Dawood@bankofthewest.com Matthew Kirschenman Government Banking-Vice President 300 S. Grand Avenue Los Angeles, CA 90071 (213) 972-0646 matthew.kirscheman@bankofthewest.com Approval: This facility is subject to final credit approval by the Bank. A credit decision can be expected within ten business days of selection of the Bank. Other: Additional terms and conditions may be requested at the time of final credit approval. Expiration: This proposal expires on December 31, 2021 unless extended by the Bank. Confidentiality: The terms contained in this document are confidential and, except for disclosure to your board, officers and employees, to professional advisors retained by you in connection with the transaction, or as may be required by law, may not be disclosed in whole or part to any other person or entity without prior written consent from the Bank. Bank of the West understands that, ultimately, results of the selection process are public information. B-36       FINANCE ADVISORY COMMITTEE MEETING DATE: 09/09/2021 AGENDA REPORT AGENDA TITLE: Consideration and possible action to review and discuss the new opportunity to finance the Ladera Linda Community Center and Park Project. RECOMMENDED FINANCE ADVISORY COMMITTEE ACTION: 1. Review, discuss, and provide recommendations on the new opportunity to finance the Ladera Linda Community Center and Park Project; 2. Provide any alternative recommendations on the financing options for the Ladera Linda Community Center and Park Project; and 3. Direct Staff to forward the Committee’s recommendations to the City Council. FISCAL IMPACT: N/A Amount Budgeted: N/A Additional Appropriation: N/A Account Number(s): N/A ORIGINATED BY: Trang Nguyen, Director of Finance REVIEWED BY: Same as above APPROVED BY: Same as above ATTACHED SUPPORTING DOCUMENTS: A. August 24, 2021 Finance Advisory Committee Staff Report (page A-1) B. New Amortization Schedule form iBank (page B-1) BACKGROUND AND DISCUSSION: On August 24, Staff presented an updated information on the City’s financing options for the Ladera Linda Community Center and Park Project Some questions were asked by all members present at the meeting and answered by Staff. There were also follow-up questions and suggestions made by Member MacAllister and Yourman. Those questions and suggestions are listed on the next page. B-37       Finance Advisory Committee’s Questions There were three follow-up questions from the August 24 meeting. (1) What is the updated estimated cost for Ladera Linda? The last cost update presented to the City Council was July 6, 2021 which added $100,000 for escalation from the revised construction date, no later than February 2022, bringing the estimated total cost from $15.9 million to $16 million. The cost estimator consultant, MGAC, recommended that the City Council consider a market volatility factor of at least 10% or $1.4 million to account for price fluctuation in construction materials and skilled labor. The cost estimate does not include motorized roll-down security gates over all glazing, an option which will be considered by the City Council as part of the security plan and could add $260,000 to the project. The cost estimate also does not include a savings of $100,000 from replacing the wood light pole fixtures with a steel light pole fixture. (2) How much does it cost to form and maintain a Financing Authority? How does it compare to renting one? The cost of forming the Finance Authority ranges between $15,000 to $25,000. The monetary annual maintenance includes an annual filing which is approximately $500 to $1,000 and an audit for approximately $5,000 based on the current cost of the RDA annual audit fee. The cost to rent a Finance Authority is based on the size of the loan. This is a one-time cost with no annual maintenance required.  Under $1 million - $2,500  $1 - $10 million - $3,500  Over $10 million - $4,500 (3) How long do we have to draw down funding with iBank and Bank of the West? When does interest accrual start for iBank and Bank of the West? Interest accrual starts on the execution date of the financing agreement with iBank. As noted on the amortization schedule, payments to iBank are twice a year. One in February for interest payment and the second in August for the principal and interest payment. Once the agreement is approved by iBank Financing Board, the City has up to six months to execute the agreement. Additionally, iBank’s financing agreement will include a term that construction is expected to be completed within two years from the date of the execution. If a delay occurs, the City can extend the term. Lastly, the City must submit an B-38       invoice to draw down fund. The invoice can be for expenditures related to the project that the City has previously paid. Staff has also reached out to Bank of the West to obtain additional information, but Staff has not received a respond from the bank in time for this report. Staff will provide updates to FAC if information is received prior to the September 9 meeting. Finance Advisory Committee’s Suggestions It was suggested that the annual fees and one-time costs be separated on the comparison table. Staff has taken the suggestion and updated the tables. Staff have also updated iBank’s interest rate to reflect the latest update received from iBank on August 23rd. The row highlighted in yellow are the changes from the staff report. After confirming the information, the interest rate for the 15-year loan with Bank of the West is 2% and the 10-year loan is 1.85%. Therefore, the financial information in the table as presented at the August 24 meeting is correct. Table 1: Preliminary Information for iBank and Bank of the West (updated) Description iBank BOW Loan amount $5.5 - $8 million $5.5 - $10 million Term 10, 15, 20, and 30 years Flexible Preliminary interest rate 2.3% for 15 years 2.2% for 10 years 2% for 15 years 1.85% for 10 years Annual fees 0.30%0 Prepayment penalty None None One-time costs No Yes Require collateral Yes Yes Finance Authority No Yes B-39       Table 2: Financing Costs for iBank and Bank of the West (updated) iBank BOW Savings Loan Amount $5.50 million $5.50 million Term 15 years 15 years Interest Rate 2.3%2.0% Annual Fees 0.30%0% Total Interest Payment $1.11 million $880,000 $230,000 Total Annual Fees $120,600 $120,600 Total One-time Costs $0 $93,500 $93,500 Total Cost of Financing $1.23 million $973,500 $257,100 Average Annual Payment $448,700 $425,300 $23,400 Total Payment $6.73 million $6.47 million $260,000 iBank BOW Savings Loan Amount $5.50 million $5.50 million Term 10 years 10 years Interest Rate 2.2%1.85% Annual Fees 0.30%0% Total Interest Payment $735,100 $605,000 $130,100 Total Annual Fees $76,100 $0 $76,100 Total One-time Costs $0 $93,500 $93,500 Total Cost of Financing $811,200 $698,500 $112,700 Average Annual Payment $631,100 $610,500 $20,600 Total Payment $6.31 million $6.20 million $110,000 CONCLUSION: This item was presented on August 24 and continued as requested by the Committee. Staff is requesting for the Committee’s feedback and recommendation on the financing options between iBank and BOW and direct staff to forward the agreed upon recommendations to the City Council. B-40 $5,500,000 2.20%Loan or Lease Lease 0.30% 2/15/2021 Fiscal Year Ends June 30 First Interest Only Pmt Date 2/1/2023 First Principal Pmt Date 8/1/2023 10 Amortization Period 8 - - Payment Date Ending Principal Balance Principal Component Interest Component Base Rental Payment Additional Rental Payment Total Payment Total Payment Fiscal Year Ending June 30 15-Feb-2021 $5,500,000.00 1-Feb-2023 $237,294.44 $237,294.44 $237,294.44 $237,294.44 1-Aug-2023 $4,863,710.39 $636,289.61 $60,500.00 $696,789.61 $16,500.00 $713,289.61 1-Feb-2024 $53,500.81 $53,500.81 $53,500.81 $766,790.43 1-Aug-2024 $4,213,422.40 $650,287.98 $53,500.81 $703,788.80 $14,591.13 $718,379.93 1-Feb-2025 $46,347.65 $46,347.65 $46,347.65 $764,727.58 1-Aug-2025 $3,548,828.08 $664,594.32 $46,347.65 $710,941.97 $12,640.27 $723,582.23 1-Feb-2026 $39,037.11 $39,037.11 $39,037.11 $762,619.34 1-Aug-2026 $2,869,612.69 $679,215.39 $39,037.11 $718,252.50 $10,646.48 $728,898.99 1-Feb-2027 $31,565.74 $31,565.74 $31,565.74 $760,464.73 1-Aug-2027 $2,175,454.56 $694,158.13 $31,565.74 $725,723.87 $8,608.84 $734,332.71 1-Feb-2028 $23,930.00 $23,930.00 $23,930.00 $758,262.71 1-Aug-2028 $1,466,024.94 $709,429.61 $23,930.00 $733,359.61 $6,526.36 $739,885.98 1-Feb-2029 $16,126.27 $16,126.27 $16,126.27 $756,012.25 1-Aug-2029 $740,987.88 $725,037.06 $16,126.27 $741,163.34 $4,398.07 $745,561.41 1-Feb-2030 $8,150.87 $8,150.87 $8,150.87 $753,712.28 1-Aug-2030 $740,987.88 $8,150.87 $749,138.75 $2,222.96 $751,361.71 $751,361.71 $5,500,000.00 $735,111.35 $6,235,111.35 $76,134.12 $6,311,245.47 $6,311,245.47 Ladera Park Total Payments: Applicant/Project Name Loan Amount Interest Rate Annual Fee Funding Date Loan Years B-41 $5,500,000 2.30%Loan or Lease Lease 0.30% 2/15/2021 Fiscal Year Ends June 30 First Interest Only Pmt Date 2/1/2023 First Principal Pmt Date 8/1/2023 15 Amortization Period 13 - - Payment Date Ending Principal Balance Principal Component Interest Component Base Rental Payment Additional Rental Payment Total Payment Total Payment Fiscal Year Ending June 30 15-Feb-2021 $5,500,000.00 1-Feb-2023 $248,080.56 $248,080.56 $248,080.56 $248,080.56 1-Aug-2023 $5,132,214.40 $367,785.60 $63,250.00 $431,035.60 $16,500.00 $447,535.60 1-Feb-2024 $59,020.47 $59,020.47 $59,020.47 $506,556.06 1-Aug-2024 $4,755,969.74 $376,244.67 $59,020.47 $435,265.13 $15,396.64 $450,661.77 1-Feb-2025 $54,693.65 $54,693.65 $54,693.65 $505,355.43 1-Aug-2025 $4,371,071.45 $384,898.29 $54,693.65 $439,591.94 $14,267.91 $453,859.85 1-Feb-2026 $50,267.32 $50,267.32 $50,267.32 $504,127.18 1-Aug-2026 $3,977,320.49 $393,750.95 $50,267.32 $444,018.27 $13,113.21 $457,131.49 1-Feb-2027 $45,739.19 $45,739.19 $45,739.19 $502,870.67 1-Aug-2027 $3,574,513.27 $402,807.23 $45,739.19 $448,546.41 $11,931.96 $460,478.37 1-Feb-2028 $41,106.90 $41,106.90 $41,106.90 $501,585.27 1-Aug-2028 $3,162,441.48 $412,071.79 $41,106.90 $453,178.69 $10,723.54 $463,902.23 1-Feb-2029 $36,368.08 $36,368.08 $36,368.08 $500,270.31 1-Aug-2029 $2,740,892.03 $421,549.44 $36,368.08 $457,917.52 $9,487.32 $467,404.84 1-Feb-2030 $31,520.26 $31,520.26 $31,520.26 $498,925.10 1-Aug-2030 $2,309,646.95 $431,245.08 $31,520.26 $462,765.34 $8,222.68 $470,988.01 1-Feb-2031 $26,560.94 $26,560.94 $26,560.94 $497,548.95 1-Aug-2031 $1,868,483.24 $441,163.72 $26,560.94 $467,724.66 $6,928.94 $474,653.60 1-Feb-2032 $21,487.56 $21,487.56 $21,487.56 $496,141.15 1-Aug-2032 $1,417,172.76 $451,310.48 $21,487.56 $472,798.04 $5,605.45 $478,403.49 1-Feb-2033 $16,297.49 $16,297.49 $16,297.49 $494,700.98 1-Aug-2033 $955,482.13 $461,690.62 $16,297.49 $477,988.11 $4,251.52 $482,239.63 1-Feb-2034 $10,988.04 $10,988.04 $10,988.04 $493,227.67 1-Aug-2034 $483,172.63 $472,309.51 $10,988.04 $483,297.55 $2,866.45 $486,164.00 1-Feb-2035 $5,556.49 $5,556.49 $5,556.49 $491,720.48 1-Aug-2035 $483,172.63 $5,556.49 $488,729.11 $1,449.52 $490,178.63 $490,178.63 $5,500,000.00 $1,110,543.31 $6,610,543.31 $120,745.14 $6,731,288.45 $6,731,288.45 Ladera Park Total Payments: Applicant/Project Name Loan Amount Interest Rate Annual Fee Funding Date Loan Years B-42 FINANCE ADVISORY COMMITTEE MEETING DATE: 08/24/2021 AGENDA REPORT AGENDA TITLE: Consideration and possible action to review and discuss the new opportunity to finance the Ladera Linda Community Center and Park Project. RECOMMENDED FINANCE ADVISORY COMMITTEE ACTION: 1. Review, discuss, and provide recommendations on the new opportunity to finance the Ladera Linda Community Center and Park Project; 2. Provide any alternative recommendations on the financing options for the Ladera Linda Community Center and Park Project; and 3. Direct Staff to forward the Committee’s recommendations to the City Council. FISCAL IMPACT: N/A Amount Budgeted: N/A Additional Appropriation: N/A Account Number(s): N/A ORIGINATED BY: Trang Nguyen, Director of Finance REVIEWED BY: George Lewis, Finance Advisory Committee Vice-Chair John MacAllister, Finance Advisory Committee Member Kevin Yourman, Finance Advisory Committee Member APPROVED BY: Same as above ATTACHED SUPPORTING DOCUMENTS: A. May 18, 2021 City Council Staff Report (page A-1) B. Amortization Schedules (page B-1) BACKGROUND AND DISCUSSION: On May 18, 2021, the City Council approved the Finance Advisory Committee’s (FAC) recommendation for the financing options for the Ladera Linda Community Center and Park Project and directed staff to proceed with filling the necessary application with iBank. The approved financing options are summarized below: • Use up to 50% of the American Rescue Plan Act funding for the project. • Use any available funding from Quimby Fund for the project. • A 50/50 split between financing with the Infrastructure Bank (iBank) and the Capital Infrastructure Program (CIP) Fund. • Create a framework to replenish the CIP Fund with: B-43 {vt o Private funding campaign o Interest earnings o General Fund surplus In late May, Staff began the pre-qualification process with iBank and submitted all required financial, project details, and answered all supplemental questions by mid-June. During the preliminary review, iBank representative indicated that the scope of the project qualifies for financing with iBank and based on the City’s financial position, the City could borrow up to $8 million for the project. To date, the City is stil l waiting on the formal invitation and application from iBank to bring back to FAC for review before going to the City Council. In early July, Preferred Bank contacted the City expressing interest in assisting the City finance the Ladera Linda Community Center and Park Project. After a brief discussion with the bank representative, at this time, Preferred Bank could not match the 2.5% that iBank has quoted for the City. Subsequently, Staff took this opportunity and reached out the Bank of the West (BOW), the City’s operating bank, to see if they have a financing program for the City. After several meetings with the Director of Public Finance for BOW, Staff believes that there is an opportunity that the City may consider with BOW. On July 20, 2021, Director Nguyen met with the FAC subcommittee to discuss the new opportunity and the subcommittee recommends that this information be shared and discuss with the FAC. Table 1 below summarizes the preliminary information from both iBank and BOW. Table 1: Preliminary Information for iBank and Bank of the West Description iBank BOW Loan amount $5.5 - $8 million $5.5 - $10 million Term 10, 15, 20, and 30 years Flexible Preliminary interest rate 2.5% 2% for 15 years 1.85% for 10 years Annual fees 0.30% 0 Prepayment penalty None None Require collateral Yes Yes Finance Authority No Yes To assist with the discussion tonight, Staff has prepared the following financing cost analysis, based on the preliminary assumptions from both financial institutions. The following tables demonstrate that there are potential financing cost savings with BOW. B-44 Table 2: Financing Costs for iBank and Bank of the West iBank BOW Savings Loan Amount $5.50 million $5.50 million Term 15 years 15 years Interest Rate 2.5% 2.0% Annual Fees 0.30% 0% Total Interest Payment $1.14 million $880,000 $260,000 Total Fees $139,600 $93,500 $46,100 Total Cost of Financing $1.28 million $973,500 $306,100 Average Annual Payment $452,000 $425,300 $26,700 Total Payment $6.78 million $6.47 million $310,000 iBank BOW Savings Loan Amount $5.50 million $5.50 million Term 10 years 10 years Interest Rate 2.5% 1.85% Annual Fees 0.30% 0% Total Interest Payment $761,300 $605,000 $156,300 Total Fees $94,100 $93,500 $600 Total Cost of Financing $855,400 $698,500 $156,900 Average Annual Payment $635,500 $610,500 $25,000 Total Payment $6.35 million $6.20 million $150,000 As shown in Table 2, for a loan amount of $5.5 million for 15 years, when compared to the iBank’s rates, BOW’s interest rate is lower at 2% with no annual fees, with an estimated savings of $306,100. The total fees of $93,500 for BOW are one -time fees, inclusive of $70,000 bond counsel for both the City and BOW and $23,500 for appraisal and financial advisor fees. CONCLUSION: In summary, the financing Subcommittee and Director Nguyen met on July 20, 2021 to discuss the new opportunity to finance for the Ladera Linda Community Center and Park Project. Based on the discussion amongst Subcommittee Member Lewis, Member MacAllister, Member Yourman, and Director Nguyen, the Subcommittee recommends that the opportunity available from BOW be presented to the entire FAC Members for review and discussion. The Subcommittee and Staff are requesting for FAC’s feedback and recommendations on the financing options presented tonight and direct Staff to forward the agreed upon recommendations to the City Council. B-45 CITY COUNCIL MEETING DATE: 05/18/2021 AGENDA REPORT AGENDA HEADING: Regular Business AGENDA TITLE: Consideration and possible action to identify a financing option for the Ladera Linda Community Center and Park Project. RECOMMENDED CITY COUNCIL ACTIONS: 1. Based on a traditional procurement approach, review the financing option recommended by the Finance Advisory Committee for the Ladera Linda Community Center and Park Project using the following combined funding sources: a. 50% of the American Rescue Plan Act; b. Available funds in the Quimby Fund; c. A 50/50 split between financing with iBank and the Capital Infrastructure Program Fund Reserve; and, d. Create a framework to replenish CIP Fund with interest earnings, additional transfers from the General Fund when there is a surplus, and private funding such as donations and capital fundraisers. 2. If acceptable, affirm the FAC’s recommendation and direct Staff to proceed with filing the necessary application with iBank. FISCAL IMPACT: N/A Amount Budgeted: N/A Additional Appropriation: N/A Account Number(s): N/A ORIGINATED BY: Trang Nguyen, Director of Finance REVIEWED BY: Karina Bañales, Deputy City Manager APPROVED BY: Ara Mihranian, AICP, City Manager ATTACHED SUPPORTING DOCUMENTS: A. CIP Fund Forecasts (page A-1) B. Sample iBank Amortization Schedule (page B-1) C. April 22, 2021 Finance Advisory Committee staff report (page C-1) D. May 6, 2021 Finance Advisory Committee staff report (page D-1) E. Public comments received by May 11, 2021 (page E-1) C-1 BACKGROUND: On April 6, 2021, the City Council upheld the Planning Commission’s approval of the Ladera Linda Community Center and Park Project. The summary of the approval are as follows: • Adopted Resolution No. 2021-13 upholding the Planning Commission- approved planning entitlements, with conditions of approval, consisting of Conditional Use Permit, Major Grading Permit, Variance and Site Plan Review application findings (planning entitlements), thereby approving the project with certain modifications to the conditions. • Directed Staff to proceed with the completion of construction documents and authorize advertisement of bids upon final completion of plans and specifications for the project. • Directed Staff to relocate and optimize handicap parking spaces closer to the building and explore the cost and effective ways to install exterior shutters over glass surfaces to provide the necessary security. Based on the City Council’s directives on the project, which was estimated to cost approximately $15.7 million at the April 6 meeting, potential financing options were presented to the Finance Advisory Committee (FAC) at a special meeting on April 22, 2021 (Attachment C). At the conclusion of the meeting, FAC formed two Subcommittees to review (1) financing options and (2) operating financial impacts of the new facility. The Subcommittee Members for the financing options are Vice Chair Lewis and Members MacAllister and Yourman. The Subcommittee for the operating financial impacts is comprised of Members Vlaco and Seal. On May 6, 2021, the financing options Subcommittee presented its recommendations to the larger FAC, which, after considering the information presented, voted unanimously to forward the following recommendation to the City Council: • Use up to 50% of the City’s American Rescue Plan Act (ARPA) funding for the project. Currently estimated at $3.9 million. • Use any available funding from the Quimby Fund for the project. Currently estimated at $943,500. • For the remaining balance of the Project cost, fund the difference between a loan and the Capital Infrastructure Program (CIP) Fund reserve, as follows: o Use iBank to finance the remaining 50% of the project cost, after the use of ARPA and the Quimby Fund, with a term of 10 years. Currently, the estimated financing amount is $5.5 million or 35% of the total estimated project cost as reported on April 6. o Use reserves from the CIP Fund to fund the remaining 50% of the project cost. Currently, it is estimated that $5.3 million or 34% of the total estimated project cost, as reported on April 6, would be needed. C-2 • Create a framework to replenish the CIP Fund with interest earnings, additional transfers from the General Fund when there is a surplus, and private funding such as donations and capital fundraisers. The above recommendation from FAC ensures that construction of the project will not result in any tax increase to residents and that projects identified in the 5 -year CIP continue to be funded based on the City’s current practice of using transient occupancy tax (TOT) generated by Terranea and restricted funds. At the same meeting, the operating financial impacts Subcommittee also reported that it met with Finance Director Nguyen, Recreation and Parks Deputy Director Trautner, and Recreation and Parks Senior Administrative Analyst Waters to discuss the project’s operating revenues and expenditures after construction is completed. The discussion that ensued with the Subcommittee revealed that it is too early and there is not enough data or information to make any assumptions of the operating impacts of the new facility. Therefore, the FAC recommended, as part of the next fiscal year workplan, that the Subcommittee continue to analyze the operational, financial impacts of the project. DISCUSSION: Project Procurement During the April 22, 2021, FAC special meeting, Staff reiterated to the FAC the following three procurement options that were previously presented by Kosmont Transaction Services (KTS) at the February 25 meeting: • Traditional (design-bid-build) o The City’s responsibility is from start to finish of the project. o Requires bidding out most components of the project. o May take longer to complete. o Flexible financing options. • Total Project Delivery o The City is not responsible for the project installation. o Guaranteed delivery. o Limited to lease payment. • Design-Build o The City’s responsibility is from start to finish of the project. o One contractor to design and build. o Streamline the process to reduce the time to complete. o Flexible financing options. At the April 22 meeting, the FAC was informed that the City is too far along the design process that the options of design-build and total project delivery are no longer viable. Therefore, the only procurement option the City has at this point is the tradi tional C-3 approach (design-bid-build). The FAC agreed with the recommendation and did not discuss the procurement option at the subcommittee meeting or at the May 6 follow-up meeting. Financing Options At the April 22 meeting, Staff also reintroduced the following four financing options that KTS previously presented at the February 25 meeting: • Current Resources o Cash reserves o Grants o Special revenues • Issue Securities o Loan o General Obligation Bonds – requires an affirmative vote of 2/3 of registered voters o Lease Revenue Bonds – no voter requirement • Lease o Direct Lease – non-tax exempt, term of less than 30 years o Total Project Delivery – tax-exempt, 30-year term During the discussion, FAC suggested a fifth option of private funding, such as donations and capital campaign fundraising. Staff and a couple of FAC members indicated that it is too late in the process to consider private funding as a financing option for the project. However, the FAC feels that private funding should be considered to try to replenish the CIP Fund Reserves used for the project. After discussion ensued at the May 6 meeting, FAC agreed to finance the project from a combination of restricted funds, CIP Fund, and loan. The Committee agreed that the use of restricted funds for the project should be considered before using the CIP Fund and loan. FAC also noted that the balance of the total cost of the project, after the use of ARPA and Quimby Fund, should be split between the CIP Fund reserve and loan. For example, if the cost for the project increased to $16 million from the current estimate of $15.7 million, after using ARPA and Quimby Fund, the remaining balance of $11,480,000 will be split evenly between the CIP Fund reserve and a loan. Currently, the two restricted funds that the City can consider using for the project would come from the anticipated funds from the anticipated ARPA and Quimby Fund. The estimated funding from ARPA for the City is approximately $7.8 million. The estimated fund balance in Quimby Fund on June 30, 2021 , is approximately $943,500. The FAC recommends using up to 50% of ARPA and all the available funds from the Quimby Fund for this project. C-4 Table 1 below estimates how the project funding would be allocated based on the cost estimate of $15.7 million presented at the April 6 meeting. Table 1: Ladera Linda Funding Summary The following discussion provides details to the above allocation. American Rescue Plan Act (ARPA) The ARPA was approved by Congress and subsequently signed into law by President Biden on March 11, 2021. The relief package provides funding in several areas such as state and local aid, education, rental assistance, and transit. Based on the preliminary information that the City received from the Government Finance Officers Association and the League of California Cities, the City’s allocation under the state and local fiscal aid of $350 billion is estimated to be $7.8 million. Based on the most current information, eligible uses may include: • Revenue replacement for the provision of government services to the extent of the reduction in revenue due to the COVID-19 public health emergency relative to revenues collected in the most recent fiscal year prior to the emergency; • Premium pay for essential workers; • Assistance to small businesses, households, and hard-hit industries, and economic recovery • Investments in water, sewer, and broadband infrastructure. The FAC recommends using up to 50% of the allocation from the ARPA to fund the project based on the following reasons: • The project is ready and eligible for ARPA funds under revenue replacement. o Due to the sudden revenue loss from the TOT over the last 18 months, the City may use ARPA funds for the purpose of revenue replacement. As illustrated in Table 2 below, the City’s estimated TOT revenue loss is $4.5 million. o Since over 90% of the City’s TOT is transferred to the CIP to fund capital projects, it would be an opportunity to utilize this grant and replace the revenue loss in the CIP caused by the pandemic. Funding Description Amount ARPA Fund $3,908,500 25% Quimby Fund 943,500 6% CIP Fund 5,338,000 34% iBank Loan 5,500,000 35% Total Funding $15,690,000 C-5 o Additionally, by applying for the revenue replacement section of the ARPA, the City may have more control on how funds can be used for capital projects. Whereas the other eligible uses are restricted for a specific purpose (i.e., infrastructure is listed for water, sewer, and broadband). • Timing o The funding for ARPA must be spent, not committed, by December 2024. Based on the current staffing capacity and the scheduled projects from the five-year CIP presented to the City Council on April 12, 2021, it would seem unattainable to schedule additional capital projects and spend more than 50% of the ARPA funds by 2024. Table 2: Estimated Revenue Losses *FY 2020-21 year-end estimates is based on the third quarter review as presented in the preliminary budget report. Quimby Fund The Quimby Fund is a restricted fund for parks and recreation usage. Therefore, the project is an eligible use of funds. The revenue sources for this fund are from developer fees and dedication of land for park and recreation purposes. At the beginning of FY 2020-21, the Quimby Fund had a fund balance of almost $1.1 million and is projected to end the year with just over $943,500. The reduction is due to the outstanding contract balance with Johnson Favaro, the project designer. The FAC recommends using all available funds in Quimby Fund. Capital Infrastructure Program (CIP) Fund The CIP Fund is the primary funding source for the City’s capital projects. At the start of FY 2020-21, CIP had a fund balance of over $25.3 million. This fund is estimated to end the year with $24.5 million in fund balance. The City Council Reserve Policy requires the CIP Fund to maintain a reserve of $5 million, leaving the fund with an estimated excess reserve of over $19.5 million on June 30, 2021. TOTAL REVENUE LOSSES FY 18-19 Actuals FY 19-20 Actuals FY 19-20 Losses FY 20-21 YE Est. FY 20-21 Losses TOT (4,545,195) 5,645,497 3,909,799 (1,735,698) 2,836,000 (2,809,497) Sales tax (1,186,720) 2,661,181 2,163,342 (497,839) 1,972,300 (688,881) Permits & fees (718,290) 2,217,106 1,916,822 (300,284) 1,799,100 (418,006) Business License (280,418) 945,792 896,166 (49,626) 715,000 (230,792) Interest Earnings (214,586) 366,409 358,232 (8,177) 160,000 (206,409) Rental/Leases (702,382) 478,729 189,076 (289,653) 66,000 (412,729) PVIC Sales (174,708) 137,551 92,494 (45,057) 7,900 (129,651) TOTAL (7,822,299) 12,452,265 9,525,931 (2,926,334) 7,556,300 (4,895,965) C-6 CIP Fund spending can be split into two general categories: annual capital projects, which are funded by annual transfers from the General Fund, and one-time City Council-directed projects, which are funded by the CIP excess fund reserve. Based on past City Council policy when Terranea was being entitled, it was determined that TOT generated from the hotel would not support General Fund operations but rather transferred to the CIP to fund annual capital projects. That has been the practice of the City until FY2017-18, when the TOT began funding the increases to the Los Angeles County Sheriff’s contract. Funds for some CIP projects that were not completed in the past were moved to the CIP Reserve, as well as the occasional transfer of funds from the General Fund. The intent was to build a healthy reserve for unforeseen projects and/or fund one-time City Council-directed capital projects for the public’s benefit and use. Staff reviewed the CIP Fund and less than 40% of the budget was typically spent by June 30 of each fiscal year, with an average of $3.3 million spent on capital project over the last three fiscal years between FY 2018-19 and FY 2020-21. In other words, the remaining unspent funds were returned to the fund balance. Based on the 10-year forecast for transfers from General Fund to CIP Fund, the average transfer is estimated at over $3.4 million from FY 2022-23 to FY 2030-31 (Attachment A). The estimated transfer amount includes the estimated reduction of $2 million from public safety increases. Therefore, the FAC is comfortable with making the recommendation of using the CIP excess reserve to fund the project and the annual payment for any debt service. Based on the current estimated project cost of $15.7 million, the projected use of the CIP excess reserve as recommended by the FAC, is approximately $5.3 million plus the annual payment of any debt service for the next 10 years of just over $6.3 million for a total use of CIP reserve of about $11.6 million (see next section on debt service). With conservative estimates of $2,200,000 on interest earnings and $2,200,000 on additional transfers from the General Fund over 10 years, the net impact on the CIP Fund is $7.3 million over the next 10 years, bringing the CIP Fund balance to approximately $16.8 million in FY 2030-31. This fund balance would enable the City to fund one-time unforeseen capital project or other City Council-directed projects, such as the Portuguese Bend Landslide Remediation or Western Avenue Beautification projects, if desired. This does not account for potential grant funds available for future capital projects, such as the Portuguese Bend Landslide Remediation project as currently being sought. Table 3: Estimated Net Impact on the CIP Fund FY 2020-21 Estimated ending fund balance 24,098,510$ Initial funding for Ladera Linda (5,338,000) 10-year of annual payments (6,355,400) Projected 10-year interests 2,200,000 Projected 10-year of additional transfers 2,200,000 FY 2030-31 Estimated ending fund balance 16,805,110$ Estimated Net impact on CIP Fund (7,293,400)$ C-7 iBank Financing Process The Infrastructure State Revolving Fund (ISFR) Program with iBank offers low-cost public financing to state and local governments. ISRF financing is available between $50,000 to $25 million with the loan terms up to a maximum of 30 years or the useful life of the project. Below is an estimated processing timeline to obtain an ISFR loan with iBank. The first step is a preliminary review in which iBank’s credit committee reviews the City’s financials and the proposed project to ensure that the financing complies with underwriting criteria. Once the credit committee approves the project, the City would receive an invitation to apply for the loan. iBank would work with Staff to draft the resolution for the City Council’s consideration at a future meeting and assist with the application and the preparation of the staff report for the iBank’s Board of Directors. Once the board approves the loan, its legal counsel would prepare the legal documents to fund the loan. If the City Council proceeds with the FAC’s recommendation, the total estimated project cost may have to be revised to include the cost for financing the project with iBank over a 10-year term. The financing cost for the 10-year loan is estimated at $855,400 at this time. The annual payment for the 10-year loan is estimated at $635,540 coming from the CIP excess fund reserve based on a proposed $5.5 million loan. If the City Council approves using iBank as a lending option, Staff seeks authorization from the City Council to proceed with Step 1, preliminary review, and specific details on the financing process. Staff would bring back a report to update the City Council on the process and details as they become available. It is also important to note that the loan would not be finalized until approved and accepted by the City Council at a public meeting. Prelimary Review 2 to 4 weeks Receive an Invitation to apply Completed Application and Board Approval 60 to 90 days C-8 Framework to Replenish the CIP Fund Besides reviewing, evaluating, and providing a recommendation for financing options for the project, the FAC also recommends the combined use of the following to replenish the CIP Fund Reserves: • Using interest earnings from CIP’s fund balance. • Transferring any surplus from the General Fund to the CIP Fund Reserve; and, • Developing a capital campaign to raise private donations. Interest Earnings Over the last two years, the CIP Fund has earned almost $1 million in interest earnings. In FY 2018-19, the interest earned was $509,000 and $471,000 in FY 2019-20. For the current fiscal year, the estimated interest-earning is approximately $300,000. The Subcommittee recommends using the interest earned to replenish the fund balance. Staff has taken a conservative approach and projected a flat $200,000 annually in interest earnings in the forecast model. This is to account for the timing of the disbursement of funds on the project compared to the interest earning from the loan disbursement and the ARPA allocation. The FAC supported this recommendation. Surplus Transfers from the General Fund Typically, in December, the Finance Department brings forward a staff report on the City’s unaudited actuals of the previous fiscal year. This report highlights any surplus/deficit in the General Fund, revenues minus expenditures. Looking back at the last four years, the General Fund ended the year with a surplus ranging from $223,000 to $1.9 million. The estimated surplus for FY 2020-21, as presented in the preliminary budget report, is over $700,000. Table 4: Five-Year History of the General Fund Surplus *FY 2020-21 surplus is an estimate based on the third quarter review in preliminary budget report. Based on this information, the FAC recommends transferring a portion of the surplus calculated at year-end to the CIP Fund to replenish the excess reserve. For the purpose of the model, Staff used $200,000 annually as the additional transfer from the General Fund, which is the lowest surplus over five years. The FAC supported this FY 2020-21 FY 2019-20 FY 2018-19 FY 2017-18 FY 2016-17 Revenues 28,529,200 29,499,005 31,911,048 30,682,619 29,449,666 Expenditures (27,802,800) (28,538,827) (29,201,461) (29,429,062) (27,692,362) PO Carry-forward - (167,175) (341,432) (715,164) (963,643) Continuing appropriation - (569,400) (400,000) (300,000) (415,000) Surplus 726,400 223,603 1,968,155 238,393 378,661 C-9 recommendation. If acceptable, this option will be included in the year-end report that goes to the City Council every December. Capital Campaign The Subcommittee also recommended the use of private donations to replenish the CIP fund balance. The approach for this recommendation would be a more inclusive approach by developing a donation program for the City’s various capital projects. To encourage donations, the capital campaign could provide a donor wall and naming opportunities pursuant to City Council Policy No. 37. Any donation received would go directly to replenish the CIP Fund. If acceptable, the FAC recommends that the City Council appoint a City Council subcommittee or create a new committee and onboard a consultant to develop a capital campaign program. At this time, the City Council may wish to have the Public Facilities Subcommittee, consisting of Mayor Alegria and Councilman Cruikshank, to serve in this capacity. ADDITIONAL INFORMATION: Minor Modification No. 1 On May 5, 2021, the Director of Community Development issued a Notice of Decision (NOD) for approval of Minor Modification No. 1 to the City Council-approved Conditional Use Permit, Variance, Grading Permit, and Site Plan Review for the Ladera Linda Community Center and Park Project (Case No. PLCU2020-0007). The design modifications include the reconfiguration of the proposed open-air restroom configuration (individual water closets and communal wash area) into enclosed, and separate men’s and women’s restrooms consisting of traditional stalls and washbasins, and minor reconfiguration of the parking lot, as seen in the revised site plan below: C-10 The NOD provides for a 15-day period to appeal the Director’s decision to the City Council. A $2,275.00 appeal fee must accompany any appeal letter. If no appeal is filed, the Director’s decision will be final at 5:30 PM on Thursday, May 20, 2021. Project Cost Estimate Update As a result of the approval of Minor Modification No. 1, Staff is working on estimating the full cost of enclosing the bathrooms to accommodate a separate men’s and women’s bathroom. At this time, the anticipated cost of enclosing the bathrooms remains approximately $175,000 as stated in the April 6, 2021 Staff Report plus any escalation, associated soft costs, and contingency. Additionally, Staff is working to estimate the cost of installing security shutters on glass surfaces, which is anticipated to be approximately $250,000 plus escalation, associated soft costs, and contingency. In response to community feedback, Staff is working with the project’s cost estimator (MGAC Inc.) to reformat the project cost estimate document to include more detailed information that can be presented in a format that is easily interpreted by the general public. The updated and re-formatted cost estimate is expected to be complete in the next several weeks, at which time it will be made available to the public and presented to the City Council at a future meeting. The design of the enclosed bathrooms and security shutters, as well as the cost estimate updates and format changes are an additional service that will require a n amendment to the Johnson Favaro contract. This contract amendment is estimated to be brought to City Council as early as June 2021. In the coming weeks and months, Staff will bring other contract amendments to the City Council as the design progresses further towards construction documents. These will include hiring a security sub-consultant and a dry utility coordination sub-consultant, among others. Such sub-consultants and similar contract amendments were accounted in the overall project cost estimate presented to the City Council on April 6 and do not represent a cost increase. Project Construction Manager Based on City Council directive at the April 12 CIP workshop, Staff is in the process of publishing a request for proposal to on-board a project construction manager. Between now and the adoption of the budget in June 2021, staff will collect proposals and conduct selection interviews, that may include the participation on the interview panel by the City Council Public Facilities Subcommittee, so that a professional service agreement may be considered by the City Council soon after the budget is adopted. C-11 Finance Advisory Committee The Chair, Vice-Chair, and a member of the subcommittee have been invited to attend the May 18 City Council meeting to answer any questions pertaining to their recommendation. KTS Consulting On February 25, Kosmont Transaction Services (KTS) provided a high-level overview of the procurement and financing options to the FAC. At the April 22 FAC meeting, KTS provided Staff with three amortization schedules to finance the project with a Lease Revenue Bond at 50%, 75%, and 100%. After comparing the cost of financing through bond and loan, FAC recommended not to consider a bond to fund the project for the following reasons: • High cost of issuance • The City would have to go through a public credit rating • The debt amount is relatively small • The projected interest rate is higher Staff has provided the FAC recommendation to KTS, who suggest the City consider (1) a private direct lending with a term of 5- to 15-years at an expected cost between $100,000 to $125,000, or (2) a public offering with a term of 5- to 30-years with the expected costs between $150,000 to $175,000 . Although the City may be able to obtain a competitive interest rate, the City will have an additional cost of borrowing on top of the interest cost. FAC recommends that the added cost associated with issuance and the public credit rating for the amount of debt that it recommends is not worth pursuing at this time. Public Comments As of May 11, the City received 34 public comments (Attachment E). The majority of the public comments express opposition to the project and using public funds to pay for the project. CONCLUSION: The FAC recommends, unanimously, that the City Council consider financing the project using 50% of the ARPA funds, the Quimby Fund, and the remaining balance to be split between a 10-year loan from iBank and the CIP Fund Reserve. The approval of the funding option as proposed will not result in any tax increases to the community. C-12 (1) Capital Infrastructure Improvement Fund 10-year Forecast with ARPA Financing 100% of the project cost Using ARPA for loan payments up to December of 2024 and Quimby balance in FY 24-25 and FY 25-26 Reduced transfers in by $2M for public safety Capital Improvement FY 2020-21 Capital Improvement FY 2021-22 Capital Improvement FY 2022-23 Capital Improvement FY 2023-24 Capital Improvement FY 2024-25 Capital Improvement FY 2025-26 Capital Improvement FY 2026-27 Capital Improvement FY 2027-28 Capital Improvement FY 2028-29 Capital Improvement FY 2029-30 Capital Improvement FY 2030-31 Capital Improvement FY 2030-31 Beginning Fund Balance 7/1 25,344,808 24,538,510 24,546,510 24,946,510 25,346,510 25,746,510 25,150,910 23,758,210 22,370,610 20,988,310 19,611,310 18,239,810 Add: Revenues 205,224 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 Add: Transfers in 1,557,200 2,553,000 2,861,000 3,400,000 3,427,000 3,455,000 3,482,000 3,509,000 3,537,000 3,565,000 3,565,000 3,565,000 Total Revenues 1,762,424 2,753,000 3,061,000 3,600,000 3,627,000 3,655,000 3,682,000 3,709,000 3,737,000 3,765,000 3,765,000 3,765,000 Less: Capital Project (2,568,722)(2,945,000) (2,861,000) (3,400,000) (3,427,000) (3,455,000) (3,482,000) (3,509,000) (3,537,000) (3,565,000) (3,565,000) (3,565,000) Less: Operating Expenses 0 - - - - - - - - - - - Less: Transfers Out 0 - - - - - - - - - - - Total Expenditures (2,568,722)(2,945,000) (2,861,000) (3,400,000) (3,427,000) (3,455,000) (3,482,000) (3,509,000) (3,537,000) (3,565,000) (3,565,000) (3,565,000) Ladera Linda Annual Payment (130,000)(1,811,800)(1,807,300)(1,661,000)(995,600)(1,792,700)(1,787,600)(1,782,300)(1,777,000)(1,771,500)(1,765,900) Replenishing CIP Fund Balance 0 330,000 2,011,800 2,007,300 1,861,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 Operating revenues generated from LL General Fund Surplus at the end of the FY 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 American Rescue Plan Act (ARPA)130,000 1,811,800 1,807,300 1,661,000 Fundraiser for LL Donation for LL Total Fiscal Impact from LL 0 200,000 200,000 200,000 200,000 (795,600)(1,592,700)(1,587,600)(1,582,300)(1,577,000)(1,571,500)(1,565,900) Ending Fund Balance 24,538,510 24,546,510 24,946,510 25,346,510 25,746,510 25,150,910 23,758,210 22,370,610 20,988,310 19,611,310 18,239,810 16,873,910 Council Reserve (5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000) Excess Reserve 19,538,510 19,546,510 19,946,510 20,346,510 20,746,510 20,150,910 18,758,210 17,370,610 15,988,310 14,611,310 13,239,810 11,873,910 Estimated Ending Fund Balance 6/30 24,098,510 23,674,010 23,874,010 24,074,010 24,274,010 24,474,010 24,674,010 24,874,010 25,074,010 25,274,010 25,474,010 25,464,010 Changes in ending fund balance 440,000 872,500 1,072,500 1,272,500 1,472,500 676,900 (915,800)(2,503,400)(4,085,700)(5,662,700)(7,234,200)(8,590,100) % of change 1.83%3.69%4.49%5.29%6.07%2.77%-3.71%-10.06%-16.29%-22.41%-28.40%-33.73% C-13 (2) Capital Infrastructure Improvement Fund 10-year Forecast with ARPA Financing 75% of the project cost Using ARPA for loan payments up to December of 2024 and Quimby balance in FY 24-25 and FY 25-26 Reduced transfers in by $2M for public safety Capital Improvement FY 2020-21 Capital Improvement FY 2021-22 Capital Improvement FY 2022-23 Capital Improvement FY 2023-24 Capital Improvement FY 2024-25 Capital Improvement FY 2025-26 Capital Improvement FY 2026-27 Capital Improvement FY 2027-28 Capital Improvement FY 2028-29 Capital Improvement FY 2029-30 Capital Improvement FY 2030-31 Capital Improvement FY 2030-31 Beginning Fund Balance 7/1 25,344,808 24,098,510 20,576,010 20,976,010 21,376,010 21,776,010 21,627,910 20,648,910 19,673,810 18,702,710 17,735,710 16,773,010 Add: Revenues 205,224 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 Add: Transfers in 1,117,200 3,000,000 2,861,000 3,400,000 3,427,000 3,455,000 3,482,000 3,509,000 3,537,000 3,565,000 3,565,000 3,565,000 Total Revenues 1,322,424 3,200,000 3,061,000 3,600,000 3,627,000 3,655,000 3,682,000 3,709,000 3,737,000 3,765,000 3,765,000 3,765,000 Less: Capital Project (2,568,722)(3,000,000) (2,861,000) (3,400,000) (3,427,000) (3,455,000) (3,482,000) (3,509,000) (3,537,000) (3,565,000) (3,565,000) (3,565,000) Less: Operating Expenses 0 - - - - - - - - - - - Less: Transfers Out 0 - - - - - - - - - - - Total Expenditures (2,568,722)(3,000,000) (2,861,000) (3,400,000) (3,427,000) (3,455,000) (3,482,000) (3,509,000) (3,537,000) (3,565,000) (3,565,000) (3,565,000) Ladera Linda Initial Funding (3,922,500) Ladera Linda Annual Payment (100,000)(1,393,700)(1,390,200)(1,277,700)(548,100)(1,379,000)(1,375,100)(1,371,100)(1,367,000)(1,362,700)(1,358,400) Replenishing CIP Fund Balance 0 300,000 1,593,700 1,590,200 1,477,700 200,000 200,000 200,000 200,000 200,000 200,000 200,000 Operating revenues generated from LL General Fund Surplus at the end of the FY 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 American Rescue Plan Act (ARPA)100,000 1,393,700 1,390,200 1,277,700 Fundraiser for LL Donation for LL Total Fiscal Impact from LL 0 (3,722,500)200,000 200,000 200,000 (348,100)(1,179,000)(1,175,100)(1,171,100)(1,167,000)(1,162,700)(1,158,400) Ending Fund Balance 24,098,510 20,576,010 20,976,010 21,376,010 21,776,010 21,627,910 20,648,910 19,673,810 18,702,710 17,735,710 16,773,010 15,814,610 Council Reserve (5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000) Excess Reserve 19,098,510 15,576,010 15,976,010 16,376,010 16,776,010 16,627,910 15,648,910 14,673,810 13,702,710 12,735,710 11,773,010 10,814,610 Estimated Ending Fund Balance 6/30 24,098,510 23,674,010 23,874,010 24,074,010 24,274,010 24,474,010 24,674,010 24,874,010 25,074,010 25,274,010 25,474,010 25,464,010 Changes in ending fund balance 0 (3,098,000)(2,898,000)(2,698,000)(2,498,000)(2,846,100)(4,025,100)(5,200,200)(6,371,300)(7,538,300)(8,701,000)(9,649,400) % of change 0.00%-13.09%-12.14%-11.21%-10.29%-11.63%-16.31%-20.91%-25.41%-29.83%-34.16%-37.89% C-14 (3) Capital Infrastructure Improvement Fund 10-year Forecast with ARPA Financing 50% of the project cost Using ARPA for loan payments up to December of 2024 and Quimby balance in FY 24-25 and FY 25-26 Reduced transfers in by $2M for public safety Capital Improvement FY 2020-21 Capital Improvement FY 2021-22 Capital Improvement FY 2022-23 Capital Improvement FY 2023-24 Capital Improvement FY 2024-25 Capital Improvement FY 2025-26 Capital Improvement FY 2026-27 Capital Improvement FY 2027-28 Capital Improvement FY 2028-29 Capital Improvement FY 2029-30 Capital Improvement FY 2030-31 Capital Improvement FY 2030-31 Beginning Fund Balance 7/1 25,344,808 24,098,510 16,653,510 17,053,510 17,453,510 17,853,510 18,215,110 17,707,310 17,202,010 16,699,310 16,199,410 15,712,310 Add: Revenues 205,224 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 Add: Transfers in 1,117,200 3,000,000 2,861,000 3,400,000 3,427,000 3,455,000 3,482,000 3,509,000 3,537,000 3,565,000 3,565,000 3,565,000 Total Revenues 1,322,424 3,200,000 3,061,000 3,600,000 3,627,000 3,655,000 3,682,000 3,709,000 3,737,000 3,765,000 3,765,000 3,765,000 Less: Capital Project (2,568,722)(3,000,000) (2,861,000) (3,400,000) (3,427,000) (3,455,000) (3,482,000) (3,509,000) (3,537,000) (3,565,000) (3,565,000) (3,565,000) Less: Operating Expenses 0 - - - - - - - - - - - Less: Transfers Out 0 - - - - - - - - - - - Total Expenditures (2,568,722)(3,000,000) (2,861,000) (3,400,000) (3,427,000) (3,455,000) (3,482,000) (3,509,000) (3,537,000) (3,565,000) (3,565,000) (3,565,000) Ladera Linda Initial Funding (7,845,000) Ladera Linda Annual Payment (65,800)(917,500)(915,200)(841,200)(38,400)(907,800)(905,300)(902,700)(899,900)(887,100)(894,300) Replenishing CIP Fund Balance 0 265,800 1,117,500 1,115,200 1,041,200 200,000 200,000 200,000 200,000 200,000 200,000 200,000 Operating revenues generated from LL General Fund Surplus at the end of the FY 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 American Rescue Plan Act (ARPA)65,800 917,500 915,200 841,200 Fundraiser for LL Donation for LL Total Fiscal Impact from LL 0 (7,645,000)200,000 200,000 200,000 161,600 (707,800)(705,300)(702,700)(699,900)(687,100)(694,300) Ending Fund Balance 24,098,510 16,653,510 17,053,510 17,453,510 17,853,510 18,215,110 17,707,310 17,202,010 16,699,310 16,199,410 15,712,310 15,218,010 Council Reserve (5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000) Excess Reserve 19,098,510 11,653,510 12,053,510 12,453,510 12,853,510 13,215,110 12,707,310 12,202,010 11,699,310 11,199,410 10,712,310 10,218,010 Estimated Ending Fund Balance 6/30 24,098,510 23,674,010 23,874,010 24,074,010 24,274,010 24,474,010 24,674,010 24,874,010 25,074,010 25,274,010 25,474,010 25,464,010 Changes in ending fund balance 0 (7,020,500)(6,820,500)(6,620,500)(6,420,500)(6,258,900)(6,966,700)(7,672,000)(8,374,700)(9,074,600)(9,761,700)(10,246,000) % of change 0.00%-29.65%-28.57%-27.50%-26.45%-25.57%-28.23%-30.84%-33.40%-35.90%-38.32%-40.24% C-15 (4) Capital Infrastructure Improvement Fund 10-year Forecast with ARPA Reduced transfers in by $2M for public safety 10-year loan Capital Improvement FY 2020-21 Capital Improvement FY 2021-22 Capital Improvement FY 2022-23 Capital Improvement FY 2023-24 Capital Improvement FY 2024-25 Capital Improvement FY 2025-26 Capital Improvement FY 2026-27 Capital Improvement FY 2027-28 Capital Improvement FY 2028-29 Capital Improvement FY 2029-30 Capital Improvement FY 2030-31 Capital Improvement FY 2030-31 Beginning Fund Balance 7/1 25,344,808 24,098,510 19,114,710 18,875,910 18,638,710 18,403,210 18,169,410 17,937,410 17,707,210 17,478,810 17,252,310 17,027,710 Add: Revenues 205,224 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 Add: Transfers in 1,117,200 3,000,000 2,861,000 3,400,000 3,427,000 3,455,000 3,482,000 3,509,000 3,537,000 3,565,000 3,565,000 3,565,000 Total Revenues 1,322,424 3,200,000 3,061,000 3,600,000 3,627,000 3,655,000 3,682,000 3,709,000 3,737,000 3,765,000 3,765,000 3,765,000 Less: Capital Project (2,568,722)(3,000,000) (2,861,000) (3,400,000) (3,427,000) (3,455,000) (3,482,000) (3,509,000) (3,537,000) (3,565,000) (3,565,000) (3,565,000) Less: Operating Expenses 0 - - - - - - - - - - - Less: Transfers Out 0 - - - - - - - - - - - Total Expenditures (2,568,722)(3,000,000) (2,861,000) (3,400,000) (3,427,000) (3,455,000) (3,482,000) (3,509,000) (3,537,000) (3,565,000) (3,565,000) (3,565,000) Ladera Linda Initial Funding (5,338,000) Ladera Linda Annual Payment (45,800)(638,800)(637,200)(635,500)(633,800)(632,000)(630,200)(628,400)(626,500)(624,600)(622,600) Replenishing CIP Fund Balance 0 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 Operating revenues generated from LL General Fund Surplus at the end of the FY 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 American Rescue Plan Act (ARPA) Fundraiser for LL Donation for LL Total Fiscal Impact from LL 0 (5,183,800)(438,800)(437,200)(435,500)(433,800)(432,000)(430,200)(428,400)(426,500)(424,600)(422,600) Ending Fund Balance 24,098,510 19,114,710 18,875,910 18,638,710 18,403,210 18,169,410 17,937,410 17,707,210 17,478,810 17,252,310 17,027,710 16,805,110 Council Reserve (5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000) Excess Reserve 19,098,510 14,114,710 13,875,910 13,638,710 13,403,210 13,169,410 12,937,410 12,707,210 12,478,810 12,252,310 12,027,710 11,805,110 Estimated Ending Fund Balance 6/30 24,098,510 23,674,010 23,874,010 24,074,010 24,274,010 24,474,010 24,674,010 24,874,010 25,074,010 25,274,010 25,474,010 25,464,010 Changes in ending fund balance 0 (4,559,300)(4,998,100)(5,435,300)(5,870,800)(6,304,600)(6,736,600)(7,166,800)(7,595,200)(8,021,700)(8,446,300)(8,658,900) % of change 0.00%-19.26%-20.94%-22.58%-24.19%-25.76%-27.30%-28.81%-30.29%-31.74%-33.16%-34.00% C-16 (4) Capital Infrastructure Improvement Fund 15-year Forecast with ARPA Reduced transfers in by $2M for public safety 15-year loan Capital Improvement FY 2020-21 Capital Improvement FY 2021-22 Capital Improvement FY 2022-23 Capital Improvement FY 2023-24 Capital Improvement FY 2024-25 Capital Improvement FY 2025-26 Capital Improvement FY 2026-27 Capital Improvement FY 2027-28 Capital Improvement FY 2028-29 Capital Improvement FY 2029-30 Capital Improvement FY 2030-31 Capital Improvement FY 2031-32 Capital Improvement FY 2032-33 Capital Improvement FY 2033-34 Capital Improvement FY 2034-35 Capital Improvement FY 2035-36 Capital Improvement FY 2035-36 Beginning Fund Balance 7/1 25,344,808 24,098,510 19,114,710 19,057,810 19,001,910 18,947,110 18,893,310 18,840,610 18,789,110 18,738,710 18,689,510 18,641,510 18,594,710 18,549,210 18,505,010 18,462,110 18,420,610 Add: Revenues 205,224 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 Add: Transfers in 1,117,200 3,000,000 2,861,000 3,400,000 3,427,000 3,455,000 3,482,000 3,509,000 3,537,000 3,565,000 3,565,000 3,565,000 3,565,000 3,565,000 3,565,000 3,565,000 3,565,000 Total Revenues 1,322,424 3,200,000 3,061,000 3,600,000 3,627,000 3,655,000 3,682,000 3,709,000 3,737,000 3,765,000 3,765,000 3,765,000 3,765,000 3,765,000 3,765,000 3,765,000 3,765,000 Less: Capital Project (2,568,722)(3,000,000) (2,861,000) (3,400,000) (3,427,000) (3,455,000) (3,482,000) (3,509,000) (3,537,000) (3,565,000) (3,565,000) (3,565,000) (3,565,000) (3,565,000) (3,565,000) (3,565,000) (3,565,000) Less: Operating Expenses 0 - - - - - - - - - - - - - - - - Less: Transfers Out 0 - - - - - - - - - - - - - - - - Total Expenditures (2,568,722)(3,000,000) (2,861,000) (3,400,000) (3,427,000) (3,455,000) (3,482,000) (3,509,000) (3,537,000) (3,565,000) (3,565,000) (3,565,000) (3,565,000) (3,565,000) (3,565,000) (3,565,000) (3,565,000) Ladera Linda Initial Funding (5,338,000) Ladera Linda Annual Payment (45,800)(456,900)(455,900)(454,800)(453,800)(452,700)(451,500)(450,400)(449,200)(448,000)(446,800)(445,500)(444,200)(442,900)(441,500)(440,100) Replenishing CIP Fund Balance 0 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 Operating revenues generated from LL General Fund Surplus at the end of the FY 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 American Rescue Plan Act (ARPA) Fundraiser for LL Donation for LL Total Fiscal Impact from LL 0 (5,183,800)(256,900)(255,900)(254,800)(253,800)(252,700)(251,500)(250,400)(249,200)(248,000)(246,800)(245,500)(244,200)(242,900)(241,500)(240,100) Ending Fund Balance 24,098,510 19,114,710 19,057,810 19,001,910 18,947,110 18,893,310 18,840,610 18,789,110 18,738,710 18,689,510 18,641,510 18,594,710 18,549,210 18,505,010 18,462,110 18,420,610 18,380,510 Council Reserve (5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000)(5,000,000) Excess Reserve 19,098,510 14,114,710 14,057,810 14,001,910 13,947,110 13,893,310 13,840,610 13,789,110 13,738,710 13,689,510 13,641,510 13,594,710 13,549,210 13,505,010 13,462,110 13,420,610 13,380,510 Estimated Ending Fund Balance 6/30 24,098,510 23,674,010 23,874,010 24,074,010 24,274,010 24,474,010 24,674,010 24,874,010 25,074,010 25,274,010 25,474,010 25,674,010 25,874,010 26,074,010 26,274,010 26,474,010 26,674,010 Changes in ending fund balance 0 (4,559,300)(4,816,200)(5,072,100)(5,326,900)(5,580,700)(5,833,400)(6,084,900)(6,335,300)(6,584,500)(6,832,500)(7,079,300)(7,324,800)(7,569,000)(7,811,900)(8,053,400)(8,293,500) % of change 0.00%-19.26%-20.17%-21.07%-21.94%-22.80%-23.64%-24.46%-25.27%-26.05%-26.82%-27.57%-28.31%-29.03%-29.73%-30.42%-31.09% C-17 $5,500,000 2.50%Loan or Lease Loan 0.30% 10/1/2021 Fiscal Year Ends June 30 First Interest Only Pmt Date 2/1/2022 First Principal Pmt Date 8/1/2022 10 Amortization Period 10 - - Payment Date Ending Principal Balance Principal Payment Interest Payment Total Principal & Interest Annual Fee Total Payment Total Payment Fiscal Year Ending June 30 1-Oct-2021 $5,500,000.00 1-Feb-2022 $45,833.33 $45,833.33 $45,833.33 $45,833.33 1-Aug-2022 $5,009,076.80 $490,923.20 $68,750.00 $559,673.20 $16,500.00 $576,173.20 1-Feb-2023 $62,613.46 $62,613.46 $62,613.46 $638,786.66 1-Aug-2023 $4,505,880.53 $503,196.28 $62,613.46 $565,809.74 $15,027.23 $580,836.97 1-Feb-2024 $56,323.51 $56,323.51 $56,323.51 $637,160.47 1-Aug-2024 $3,990,104.34 $515,776.18 $56,323.51 $572,099.69 $13,517.64 $585,617.33 1-Feb-2025 $49,876.30 $49,876.30 $49,876.30 $635,493.64 1-Aug-2025 $3,461,433.75 $528,670.59 $49,876.30 $578,546.89 $11,970.31 $590,517.21 1-Feb-2026 $43,267.92 $43,267.92 $43,267.92 $633,785.13 1-Aug-2026 $2,919,546.40 $541,887.35 $43,267.92 $585,155.28 $10,384.30 $595,539.58 1-Feb-2027 $36,494.33 $36,494.33 $36,494.33 $632,033.91 1-Aug-2027 $2,364,111.86 $555,434.54 $36,494.33 $591,928.87 $8,758.64 $600,687.51 1-Feb-2028 $29,551.40 $29,551.40 $29,551.40 $630,238.90 1-Aug-2028 $1,794,791.46 $569,320.40 $29,551.40 $598,871.80 $7,092.34 $605,964.13 1-Feb-2029 $22,434.89 $22,434.89 $22,434.89 $628,399.03 1-Aug-2029 $1,211,238.05 $583,553.41 $22,434.89 $605,988.30 $5,384.37 $611,372.68 1-Feb-2030 $15,140.48 $15,140.48 $15,140.48 $626,513.15 1-Aug-2030 $613,095.80 $598,142.25 $15,140.48 $613,282.72 $3,633.71 $616,916.44 1-Feb-2031 $7,663.70 $7,663.70 $7,663.70 $624,580.13 1-Aug-2031 $613,095.80 $7,663.70 $620,759.50 $1,839.29 $622,598.79 $622,598.79 $5,500,000.00 $761,315.31 $6,261,315.31 $94,107.84 $6,355,423.15 $6,355,423.15Total Payments: Applicant/Project Name Loan Amount Interest Rate Annual Fee Funding Date Loan Years City of Ranchos Palos Verdes - Ladera Park Note: The Interest Rate shown in this example has not been quoted or approved and represents an indictive rate based on similar loans. C-18 $5,500,000 2.50%Loan or Lease Loan 0.30% 10/1/2021 Fiscal Year Ends June 30 First Interest Only Pmt Date 2/1/2022 First Principal Pmt Date 8/1/2022 15 Amortization Period 15 - - Payment Date Ending Principal Balance Principal Payment Interest Payment Total Principal & Interest Annual Fee Total Payment Total Payment Fiscal Year Ending June 30 1-Oct-2021 $5,500,000.00 1-Feb-2022 $45,833.33 $45,833.33 $45,833.33 $45,833.33 1-Aug-2022 $5,193,284.49 $306,715.51 $68,750.00 $375,465.51 $16,500.00 $391,965.51 1-Feb-2023 $64,916.06 $64,916.06 $64,916.06 $456,881.56 1-Aug-2023 $4,878,901.10 $314,383.40 $64,916.06 $379,299.45 $15,579.85 $394,879.31 1-Feb-2024 $60,986.26 $60,986.26 $60,986.26 $455,865.57 1-Aug-2024 $4,556,658.11 $322,242.98 $60,986.26 $383,229.24 $14,636.70 $397,865.95 1-Feb-2025 $56,958.23 $56,958.23 $56,958.23 $454,824.17 1-Aug-2025 $4,226,359.06 $330,299.06 $56,958.23 $387,257.28 $13,669.97 $400,927.26 1-Feb-2026 $52,829.49 $52,829.49 $52,829.49 $453,756.74 1-Aug-2026 $3,887,802.53 $338,556.53 $52,829.49 $391,386.02 $12,679.08 $404,065.10 1-Feb-2027 $48,597.53 $48,597.53 $48,597.53 $452,662.63 1-Aug-2027 $3,540,782.08 $347,020.45 $48,597.53 $395,617.98 $11,663.41 $407,281.38 1-Feb-2028 $44,259.78 $44,259.78 $44,259.78 $451,541.16 1-Aug-2028 $3,185,086.13 $355,695.96 $44,259.78 $399,955.73 $10,622.35 $410,578.08 1-Feb-2029 $39,813.58 $39,813.58 $39,813.58 $450,391.66 1-Aug-2029 $2,820,497.77 $364,588.36 $39,813.58 $404,401.93 $9,555.26 $413,957.19 1-Feb-2030 $35,256.22 $35,256.22 $35,256.22 $449,213.41 1-Aug-2030 $2,446,794.71 $373,703.06 $35,256.22 $408,959.29 $8,461.49 $417,420.78 1-Feb-2031 $30,584.93 $30,584.93 $30,584.93 $448,005.71 1-Aug-2031 $2,063,749.07 $383,045.64 $30,584.93 $413,630.57 $7,340.38 $420,970.96 1-Feb-2032 $25,796.86 $25,796.86 $25,796.86 $446,767.82 1-Aug-2032 $1,671,127.28 $392,621.78 $25,796.86 $418,418.64 $6,191.25 $424,609.89 1-Feb-2033 $20,889.09 $20,889.09 $20,889.09 $445,498.98 1-Aug-2033 $1,268,689.96 $402,437.33 $20,889.09 $423,326.42 $5,013.38 $428,339.80 1-Feb-2034 $15,858.62 $15,858.62 $15,858.62 $444,198.42 1-Aug-2034 $856,191.70 $412,498.26 $15,858.62 $428,356.88 $3,806.07 $432,162.95 1-Feb-2035 $10,702.40 $10,702.40 $10,702.40 $442,865.35 1-Aug-2035 $433,380.98 $422,810.72 $10,702.40 $433,513.11 $2,568.58 $436,081.69 1-Feb-2036 $5,417.26 $5,417.26 $5,417.26 $441,498.95 1-Aug-2036 $433,380.98 $5,417.26 $438,798.25 $1,300.14 $440,098.39 $440,098.39 $5,500,000.00 $1,140,315.96 $6,640,315.96 $139,587.91 $6,779,903.87 $6,779,903.87 Funding Date Loan Years Total Payments: Applicant/Project Name City of Ranchos Palos Verdes - Ladera Park Loan Amount Interest Rate Annual Fee Note: The Interest Rate shown in this example has not been quoted or approved and represents an indictive rate based on similar loans. C-19 FINANCE ADVISORY COMMITTEE MEETING DATE: 04/22/2021 AGENDA REPORT AGENDA TITLE: Consideration and possible action to discuss and provide recommendations on the financing options for the Ladera Linda Community Center and Park Project. RECOMMENDED FINANCE ADVISORY COMMITTEE ACTION: 1. Discuss and provide recommendations on the financing options for the Ladera Linda Community Center and Park Project. FISCAL IMPACT: N/A Amount Budgeted: N/A Additional Appropriation: N/A Account Number(s): N/A ORIGINATED BY: Trang Nguyen, Director of Finance REVIEWED BY: Same as above APPROVED BY: Same as above ATTACHED SUPPORTING DOCUMENTS: A. City Council April 6, 2021 Staff Report (page A-1) B. Kosmont Transaction Services Presentation (page B-1) C. City Council April 12, 2021 Staff Report (page C-1) D. Debt Management Policy (page D-1) E. Sample Debt Schedule with iBank (page E -1) F. Sample Amortization Schedule for Bond (page F-1) BACKGROUND: On April 6, 2021, the City Council approved the Ladera Linda Community Center and Park project. The staff report for the April 6 meeting is attached (Attachment A). The summary of the approval are as follows: • Adopted Resolution No. 2021-XX upholding the Planning Commission- approved planning entitlements, with conditions of approval, consisting of Conditional Use Permit, Major Grading Permit, Variance and Site Plan Review application findings (planning entitlements) thereby approving the project. In its decision, certain conditions were modified including amending Condition No. 31 to add security roll-down gates above and around the bathroom sink area to fully enclose the bathroom during non-operational afterhours. C-20 • Directed Staff to proceed with the completion of construction documents and authorize advertisement of bids upon final completion of plans and specifications for the Ladera Linda Community Center and Park project. • Directed Staff to relocate and optimize handicap parking spaces closer to the building and to explore cost and effective ways to install exterior shutters over glass surfaces to provide necessary security. Based on the City Council directions on the Ladera Linda Community Center and Park project, the financing options for the project are presented tonight for the Finance Advisory Committee in accordance with FY 2020-21 Workplan No. 9c that states: Receive a presentation and make recommendations on the Ladera Linda Community Park and the associated financial implication. In line with this goal, on February 25, 2021, the FAC received a presentation from Kosmont Transaction Services (KTS) on the procurement and financing options for the project (Attachment B). Below is a summary of the procurement and financing options as presented. Procurement Options • Traditional o The City’s responsibility is from start to finish of the project. o Requires bidding out most components of the project. o May take longer to complete. o Flexible financing options. • Total Project Delivery o The City is not responsible for the project installation. o Guaranteed delivery. o Limited to lease payment. • Design-Build o The City’s responsibility is from start to finish of the project. o One contractor to design and build. o Streamline process to reduce the time to complete. o Flexible financing options. Due to the size of the project, the Public-Private Partnership (P3) model was not presented as a procurement option. A desirable P3 project for most developers would have to be in the range of $50 million or more. Moreover, since most of the design work has been completed, the project would be less desirable for a P3 developer. C-21 Financing Options • Current Resources o Cash reserves o Grants o Special revenues • Issue Securities o Loan o General Obligation Bonds – requires an affirmative vote of 2/3 of registered voters. o Lease Revenue Bonds – no voter requirement • Lease o Direct Lease – non-tax exempt, term of less than 30 years o Total Project Delivery – tax exempt, 30-year term As reported to the City Council on April 9, the current, all-in, estimated cost for the project is almost $15.7 million (Attachment A). The estimated fund balance of the Capital Infrastructure Program (CIP) Fund on June 30, 2021 is just under $24.1 million. After applying the City Council Reserve Policy of $5 million, the total excess reserve is almost $18.7 million. As discussed in the April 12, 2021 CIP Budget staff report (Attachment C), the projects on the 5-year capital improvement plan total almost $52 million with an annual revenue transferring from the General Fund ranges between $3 to $5 million over the next five years. Besides the CIP Fund, the City’s Quimby Fund can also be used for this project. Quimby Fund is funded by the developer fees or dedication of land for park and recreation purposes. The estimated fund balance for Quimby Fund at June 30, 2021 is just under $950,000. DISCUSSION: Evaluating Financing Options After years of project planning that included many community engagement and public meetings, on April 6, the City Council approved the Ladera Linda Community Center and Park project. Accordingly, if public financing is considered, the City would use the Debt Management Policy (Attachment D) for guidance. The policy was recommended by FAC and adopted by the City Council in June 2015. Based on the policy, the City will evaluate the use of debt in-lieu of pay-as-you-go financing based on the following criteria: 1. Current reserves or projected revenues are adequate to fund the project; 2. Proposed debt levels would have a deleterious effect on the City’s credit position or rating; and 3. Credit market conditions are unstable or present d ifficulty in marketing the proposed debt. C-22 Moreover, the policy outlines the following six factors favoring the use of debt: 1. Revenues are deemed to be stable and reliable enough to support the proposed debt at investment grade rating levels; 2. The nature of the financed project will support investment grade ratings: 3. Credit market conditions present favorable interest rates and demand for financing such as the City’s; 4. The proposed project is required by the state or federal government and present resources are insufficient or unavailable to fund the project; 5. The proposed project is immediately required to meet or relieve capacity needs and current resources are insufficient or unavailable; and 6. The estimated useful life of the asset to be financed is greater than 5 years. Financing Options As presented by KTS on February 25, the two procurement options available for this project are traditional and total lease delivery. Depending on the procurement option, the financing options may be different. For the purpose of this meeting, staff has included all the financing options available for discussion. Cash/Current Resources This option is to utilize existing cash resources to fund the entire project. At the end of FY 2020-21, the City is estimated to have over $24 million in the CIP Fund and less than a $1 million in the Quimby Fund. The CIP Fund is used for the City’s infrastructure projects with many competing projects that includes public right-of-way, expansion and rehabilitation of facilities and infrastructure. As stated earlier, over the next five years, the CIP projects are estimated to reach at $52 million while only anticipating between $3-$5 million in revenues. The Quimby Fund is restricted to park improvements and the only source of revenue is through development impact fees, dedications, and exactions. This option would almost deplete the fund balance and significantly reduce the available funding for other planned capital projects. Loan/Financing This option is a traditional financing approach which may be available through iBank. iBank is the California Infrastructure and Economic Development Bank. iBank’s mission is to provide financial assistance and support infrastructure and economic development in California. The Infrastructure State Revolving Fund (ISFR) Program is a low-cost public financing to state and local government. ISRF financing is available between $50,000 to $25 million with the loan terms up to a maximum of 30 years or the useful life of the project. A traditional infrastructure loan with iBank can take up to six months until the loan is finalized, and the fund is disbursed to the City. C-23 Below is a process timeline to obtain a ISFR loan with iBank. The first step is preliminary review where iBank’s credit committee reviews the City’s financials and project to ensure that the financing complies with their underwriting criteria. Once the credit committee approves the project, the City will receive an invitation to apply for the loan. At that time, staff will bring forward a resolution to the City Council to proceed with the loan application. iBank will work with staff to draft the resolution for the City Council and assist with the application and the preparation of the staff report for the iBank’s Board of Directors. Once the board approves the loan, their legal counsel will prepare the legal documents to fund the loan. Staff obtained a sample financing cost (Attachment E) from iBank. Based on the amortization schedule, for a debt of $15.6 million with a 10, 20, and 30 years term, the financing costs could range from $2.4 million up to $7.5 million and the annual payments range from $1.7 million down to $740,000 depending on the term. Lease Revenue Bonds This option is a traditional approach in which public agencies may raise capital by creating a lease/leaseback structure between the City and its public finance authority. This option does not have voter requirements like a general municipal obligation bond (see below) and there is a direct access to capital markets based on City’s credit. This process takes about 90 - 120 days and assumes the issuance will ultimately be a Lease Revenue Bond or a Certificate of Participation. This option will require a consultant such as KTS and a bond counsel to support the City with the process. The following are highlights of the process: Prelimary Review 2 to 4 weeks Receive an Invitation to apply Completed Application and Board Approval 60 to 90 days C-24 The preparation stage includes the City Council directing staff to move forward with preparing the authorization package, forming a bond counsel, drafting the transaction documents, determining the bond size, term, and repayment structure, and apply for bond rating. The preparation stage typically takes 45-60 days but could take as long as 90 days. Once the authorization package is ready, it goes back to the City Council for approval to proceed with the bond sales. The bond sales typically begin two weeks after approval and close within a day or two. Once the bond sale close s, it takes about two weeks for the legal filing and the funds disbursed to the City. KTS estimates the financing cost to issue a bond ranges between $4.2 million at 50% financing to $8.5 million at 100% financing. A sample amortization schedule is in attachment F. KTS will be invited to present a more detailed process to the City Council and the community if this option is selected as a recommendation to move forward with financing for the project. General Municipal Obligation Bond (GOB) This option is a tax levy to repay GOB issued to pay costs of procurement. This option requires an affirmative vote of 2/3 of the electorates. Since this option requires a tax levy on property owners to repay, this option is not considered a preferred option for this project. Financial Implications Project Costs As presented in the April 6 City Council staff report (Attachment A), the City has spent almost $550,000 and has an outstanding commitment of almost $300,000 on the Ladera Linda Community Center and Park project. Table 1 below illustrates a summary of the year-to-date expenditures and commitments. Preparation 45 -60 days Council Approval Bond Sales 15 -30 days C-25 Table 1: Year-to-Date Expenditures and Commitments The estimated total construction cost for both the community center building and park grounds is approximately $15.7 million. This cost includes the construction costs, escalation costs, and soft costs associated with the project. The escalation cost of approximately $550,000 is included in the estimate with a projected construction start date of December 2021. The projected escalation cost per month is approximately $31,000 for each month delay from the December 2021 start date. Table 2 below provides a summary of the total estimated project cost based on the project scope as approved by the Planning Commission. YEAR-TO-DATE EXPENDITURES Amount Funding Anderson Penna - Survey/Geotech 62,883$ 334 - Quimby Richard Fisher and Associates - Master Plan 184,045$ 334 - Quimby Priority One Environmental - Environmental Review 1,500$ 334 - Quimby Willdan - traffic study for PC meeting 10,175$ 101 - General Fund Michael Baker - CQEA analysis for PC meeting 3,599$ 101 - General Fund Johnson Favaro - Design 263,131$ 334 - Quimby Cal-Water - water pressure fire flow 525$ 334 - Quimby Kosmont - Financial services 23,277$ 101 - General Fund Total year-to-date expenditures 549,135$ OUTSTANDING COMMITMENTS Anderson Penna - Survey/Geotech -$ 334 - Quimby Johnson Favaro - Design 290,069$ 334 - Quimby Michael Baker - CQEA analysis for PC meeting 8,006$ 101 - General Fund Kosmont - Financial services 1,723$ 101 - General Fund Total year-to-date expenditures 299,798$ TOTAL YTD PROJECT COSTS 848,933$ YTD PROJECT COSTS BY FUND Amount 334 - Quimby 802,153$ 101 - General Fund 46,780$ TOTAL YTD PROJECT COSTS BY FUND 848,933$ C-26 + + + Table 2: Total Estimated Construction Cost Annual Maintenance and Operation Staff estimates the operating and maintenance costs for the new facility and park to be less than $240,000. The estimate includes staffing, supplies, utilities, maintenance, playground equipment repair, and fuel modification. Due to the health emergency order and the shutdown of park facilities, staffing and supplies for FY 2020-21 is lower than a typical year. Staff anticipates that the new facility will require more staffing (as previously reported) and supplies. However, staff anticipates that the newer facility will not have the same maintenance needs and will more energy efficiency, so staff is projecting these to remain flat or just a modest increase. Table 3 below illustrates the increase of the operating and maintenance budget of the new facility to FY 2020 -21. HARD COSTS Amount Community Center (enclosed areas and covered areas) 5,700,000$ Sitework (demolition of existing buildings, site prep, etc.) 6,700,000$ Furnishings, fixtures, equipment (FFEs)300,000$ Sub-total of construction costs 12,700,000$ Construction contigency (5%)640,000$ Total estimated construction costs 13,340,000$ SOFT COSTS Construction management (5%)640,000$ Construction inspection (7.5%)950,000$ Permitting (2%)250,000$ Hazardous materials abatement (1%)130,000$ Engineering support during construction (3%)380,000$ Total estimated soft costs 2,350,000$ TOTAL ESTIMATED CONSTRUCTION COSTS 15,690,000$ C-27 Table 3: Proposed Operating & Maintenance Costs Capital Infrastructure Program (CIP) Fund Staff has prepared a 10-year forecast (Table 4) for CIP Fund using the following assumptions: • Transfer-in is capped at $5.5 million and does not include the reduction of Public Safety. • TOT transfer in from the General Fund is for the annual CIP projects. • Interest revenue is capped at $200K. Based on these factor, CIP Fund is projected to increase by approximately $1.8 million or 7.6% over the 10 years period. Table 5: CIP 10-year Fund Balance Forecast FY 2020-21 Proposed Increase Salaries & benefits 47,400 127,300 79,900 Supplies 1,000 6,500 5,500 Utilities 28,200 27,700 (500) Maintenance 115,000 76,800 (38,200) TOTAL 191,600 238,300 46,700 Capital Improvement FY 2020-21 Capital Improvement FY 2021-22 Capital Improvement FY 2022-23 Capital Improvement FY 2023-24 Capital Improvement FY 2024-25 Beginning Fund Balance 7/1 25,344,808 24,098,510 23,674,010 23,874,010 24,074,010 Add: Revenues 205,224 200,000 200,000 200,000 200,000 Add: Transfers in 1,117,200 2,075,500 2,975,000 4,105,000 5,010,000 Total Revenues 1,322,424 2,275,500 3,175,000 4,305,000 5,210,000 Less: Capital Project (2,568,722)(2,700,000) (2,975,000) (4,105,000) (5,010,000) Less: Operating Expenses 0 - - - - Less: Transfers Out 0 - - - - Total Expenditures (2,568,722)(2,700,000) (2,975,000) (4,105,000) (5,010,000) Estimated Ending Fund Balance 6/30 24,098,510 23,674,010 23,874,010 24,074,010 24,274,010 Reserve Policy 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 Excess Reserve 19,098,510 18,674,010 18,874,010 19,074,010 19,274,010 Capital Improvement FY 2025-26 Capital Improvement FY 2026-27 Capital Improvement FY 2027-28 Capital Improvement FY 2028-29 Capital Improvement FY 2029-30 Capital Improvement FY 2030-31 Beginning Fund Balance 7/1 24,274,010 24,474,010 24,674,010 24,874,010 25,074,010 25,274,010 Add: Revenues 200,000 200,000 200,000 200,000 200,000 200,000 Add: Transfers in 5,490,000 5,490,000 5,490,000 5,490,000 5,490,000 5,490,000 Total Revenues 5,690,000 5,690,000 5,690,000 5,690,000 5,690,000 5,690,000 Less: Capital Project (5,490,000) (5,490,000) (5,490,000) (5,490,000) (5,490,000) (5,490,000) Less: Operating Expenses - - - - - - Less: Transfers Out - - - - - - Total Expenditures (5,490,000) (5,490,000) (5,490,000) (5,490,000) (5,490,000) (5,490,000) Estimated Ending Fund Balance 6/30 24,474,010 24,674,010 24,874,010 25,074,010 25,274,010 25,474,010 Reserve Policy 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 Excess Reserve 19,474,010 19,674,010 19,874,010 20,074,010 20,274,010 20,474,010 C-28 Financing Costs Based on the estimated $15.7 million all-in cost of the project, and the projected operating and maintenance expenses of approximated $238,000 per year, the financing cost for the use of debt ranges between $2.4 million and $8.5 million depending the type, amount, and term of the debt. The table below summarizes the cost of financing the Ladera Linda Community Center and Park Project. Table 6: Summary of the Financing Costs CONCLUSION: As part of the FAC’s Work Plan and the City Council directions, Staff seeks FAC’s recommendations on the Ladera Linda Community Park’s financing options and the associated financial implications. The Committee’s recommendations and feedback will be reported to the City Council on May 18, 2021. 50% Financing 75% Financing 100% Financing 10-years Loan 2,426,291 20-years Loan 4,878,573 30-years Loan 7,506,127 30-years Bond 4,290,150 6,393,000 8,500,950 C-29 FINANCE ADVISORY COMMITTEE MEETING DATE: 05/06/2021 AGENDA REPORT AGENDA TITLE: Consideration and possible action to receive a report from the Finance Advisory Subcommittee on the financing option recommendations for the Ladera Linda Park and Community Center Project. RECOMMENDED FINANCE ADVISORY COMMITTEE ACTION: 1. Review, discuss, and approve the Finance Advisory Subcommittee’s recommendations for financing options on the Ladera Linda Park and Community Center Project and direct Staff to forward the recommendations to the City Council. FISCAL IMPACT: N/A Amount Budgeted: N/A Additional Appropriation: N/A Account Number(s): N/A ORIGINATED BY: Trang Nguyen, Director of Finance REVIEWED BY: George Lewis, Finance Advisory Committee Vice-Chair John MacAllister, Finance Advisory Committee Member Kevin Yourman, Finance Advisory Committee Member APPROVED BY: Same as above ATTACHED SUPPORTING DOCUMENTS: A. Finance Forecast (page A-1) B. iBank Amortization Schedule (page B-1) BACKGROUND: On April 22, 2021, the Finance Advisory Committee (FAC) held a special meeting to review and discuss the financing options for the Ladera Linda Park and Community Center Project. At the conclusion of the meeting, FAC formed two Subcommittees to review the financing options and operating financial impacts of the project. The Subcommittee Members for the financing options are Vice-Chair Lewis, Member MacAllister, and Member Yourman. The operating financial impacts of the project will be reviewed by Member Vlaco and Member Seal. Also, the Subcommittees were asked to bring back recommendations for FAC’s review and consideration at a special meeting on May 6, 2021. C-30~ vtr On April 27, 2021, Member MacAllister and Member Yourman met with Director Nguyen to discuss various options and ideas related to financing options. At the conclusion of the meeting, Member MacAllister and Member Yourman recommended the following: • Use up to 50% of the American Rescue Plan Act funding for the project. • Use any available funding from Quimby Fund for the project. • Use Capital Infrastructure Program (CIP) Fund to fund 50% of the project . balance • Finance 50% of the remaining balance with iBank. • Establish a plan to replenish the CIP Fund: o Private funding campaign o Interest earnings o General Fund surplus o Operating revenues from Ladera Linda The recommendations were shared with Vice-Chair Lewis on April 28, 2021 and Vice- Chair is in agreement with the recommendations across the board. The only suggestion that Vice-Chair Lewis suggested is to expand the fund balance change, which shows up as only one line in the annual report, to show all affected funds. By layering in first the expected $855,000 of annual repayment for the Park, and then imagining the Civic center, Vice-Chair Lewis suggested that this would show the reduction in the "change in net position" line, or basically the city's gain/loss line for the year. DISCUSSION: I. Financing Options Overview As presented at the April 6, 2021 City Council meeting, the total, all -in, estimated project cost is $15.7 million. The financing Subcommittee’s recommendation to fund the project includes a combination of restricted funds, CIP Fund, and a loan to finance the Ladera Linda Park and Community Center Project. There was an agreement amongst the Subcommittee Members that the use of restricted funds for the project should be considered before using CIP Fund and financing options. Currently, the two restricted funds that the City can consider are the anticipated funds from the upcoming American Rescue Plan Act (ARPA) and Quimby Fund. The estimated funding from ARPA for the City is approximately $7.8 million. The estimate d fund balance in Quimby Fund on June 30, 2021 is approximately $943,000. The financing Subcommittee is recommending using up to 50% of ARPA and all the available funds from the Quimby Fund for this project. Table 1 below is summary of the Subcommittee’s recommended financing options and a detailed explanation of the recommendations is provided next. C-31 Table 1: Ladera Linda Funding Summary American Rescue Plan Act (ARPA) The ARPA was approved by Congress and subsequently signed into law by President Biden on March 11, 2021. The relief package provides funding in several areas such as state and local aid, education, rental assistance, and transit. Based on the preliminary information that the City received from the Government Finance Officers Association and the League of California Cities, the City’s allocation under the state and local fiscal aid of $350 billion is estimated to be at $7.8 million. Based on the most current information, eligible uses may include: • Revenue replacement for the provision of government services to the extent the reduction in revenue due the COVID-19 public health emergency relative to revenues collected in the most recent fiscal year prior to the emergency. • Premium pay for essential workers • Assistance to small businesses, households, and hard-hit industries, and economic recovery • Investments in water, sewer and broadband infrastructure. The financing Subcommittee recommended using up to 50% of the allocation from the ARPA to fund the project based on the following reasons: • Project is ready and eligible for ARPA funds under revenue replacement. o Due to the sudden revenue loss from the Transient Occupancy Tax (TOT) over the last 18 months, the City may use ARPA funds for the purpose of revenue replacement. As illustrated on Table 2 below, the City’s estimated revenue loss is $4.7 million. o Since over 90% of the City’s TOT is transferred to the CIP to fund capital projects, it would be an opportunity to utilize this grant and replace the revenue loss in CIP caused by the pandemic. o Additionally, by applying for the revenue replacement section of the ARPA, the City may have more control on how funds can be u sed for capital projects. Whereas the other eligible uses are restricted for Funding Description Amount ARPA Fund $3,908,500 25% Quimby Fund 943,500 6% CIP Fund 5,338,000 34% iBank Loan 5,500,000 35% Total Funding $15,690,000 C-32 a specific purpose (i.e. infrastructure is listed for water, sewer, and broadband). • Timing. o The funding for ARPA must be spent by December of 2024. Based on the current staffing capacity and the scheduled projects from the 5-year CIP presented to the City Council on April 12, 2021, it would seem unattainable to schedule additional capital projects and spend more than 50% of the ARPA funds by 2024. Table 2: Estimated Revenue Losses Quimby Fund The Quimby Fund is a restricted fund for parks and recreation usage, therefore, the Ladera Linda project is an eligible use of funds . The revenue sources for this fund are from developer fees and dedication of land for park and recreation purposes. At the beginning of FY 2020-21, Quimby Fund has a fund balance of almost $1.1 million and projected to end the year with just over $943,000. The financing Subcommittee recommended to use all available funds in Quimby CIP Fund. Capital Infrastructure Program Fund The Capital Infrastructure Program (CIP) Fund is the primary funding source for the City’s capital projects. At the start of FY 2020-21, CIP has a fund balance of over $25 million. This fund is estimated to end the year with $24.1 million in fund balance. The City Council Reserve Policy requires CIP Fund to maintain a reserve of $5 million, leaving the fund with an excess reserve of over $19 million. Staff reviewed the total CIP projects funded by CIP and other Special Revenue Funds in the last three fiscal years. As shown in tables below, less than 50% of the budget for capital projects was spent by June 30. When reviewing the CIP fund only, less than 40% of budget was spent by June 30, with an average of $3.3 million spent from FY 2018-19 to FY 2020-21. TOTAL REVENUE LOSSES FY 18-19 Actuals FY 19-20 Actuals FY 19-20 Losses FY 20-21 YE Est. FY 20-21 Losses TOT (4,681,195) 5,645,497 3,909,799 (1,735,698) 2,700,000 (2,945,497) Sales tax (1,186,720) 2,661,181 2,163,342 (497,839) 1,972,300 (688,881) Permits & fees (718,290) 2,217,106 1,916,822 (300,284) 1,799,100 (418,006) Business License (280,418) 945,792 896,166 (49,626) 715,000 (230,792) Interest Earnings (214,586) 366,409 358,232 (8,177) 160,000 (206,409) Rental/Leases (702,382) 478,729 189,076 (289,653) 66,000 (412,729) PVIC Sales (174,708) 137,551 92,494 (45,057) 7,900 (129,651) TOTAL (7,958,299) 12,452,265 9,525,931 (2,926,334) 7,420,300 (5,031,965) C-33 Table 3a: FY 2018-19 CIP Actuals Table 3b: FY 2019-20 CIP Actuals FY 2018-19 FY 2018-19 FY 2018-19 % SPENT FUND FUND DESCRIPTION BUDGET REV. BUDGET ACTUAL REV. BUDGET 202 GAS TAX - - - 0.00% 211 1911 ACT STREET LIGHTING - 1,523,276 862,315 56.61% 212 BEAUTIFICATION - 405,585 378,754 93.38% 215 PROPOSITION C 500,000 1,100,000 639,011 58.09% 216 PROPOSITION A 500,000 500,000 44,108 8.82% 220 MEASURE R - 2,550,000 2,254,152 88.40% 225 ABALONE COVE SEWER DISTRICT - - - 0.00% 228 DONOR RESTRICTED CONTRIBUTION - 238,409 137,683 57.75% 310 CDBG - 361,683 193,586 53.52% 330 CAPITAL INFRASTRUCTURES PROJEC 7,105,100 8,424,151 3,291,424 39.07% 331 FEDERAL GRANTS - - - 0.00% 332 STATE GRANTS - 965,645 408,060 42.26% 334 QUIMBY PARK DEVELOPMENT - 1,026,436 145,474 14.17% 340 BICYCLE/PEDESTRIAN ACCESS - - - 0.00% TOTAL CIP 8,105,100 17,095,184 8,354,567 48.87% FY 2019-20 FY 2019-20 FY 2019-20 % SPENT FUND FUND DESCRIPTION BUDGET REV. BUDGET ACTUAL REV. BUDGET 202 GAS TAX 1,500,000 2,215,166 285,516 12.89% 211 1911 ACT STREET LIGHTING - 592,148 509,249 86.00% 212 BEAUTIFICATION - - - 0.00% 215 PROPOSITION C 640,000 1,111,401 698,806 62.88% 216 PROPOSITION A 450,000 1,155,267 458,736 39.71% 220 MEASURE R 700,000 1,256,006 72,167 5.75% 225 ABALONE COVE SEWER DISTRICT - 450,000 - 0.00% 228 DONOR RESTRICTED CONTRIBUTION - - - 0.00% 310 CDBG 150,600 346,095 211,806 61.20% 330 CAPITAL INFRASTRUCTURES PROJEC 9,917,000 13,012,768 4,652,908 35.76% 331 FEDERAL GRANTS - - - 0.00% 332 STATE GRANTS - 557,206 277,373 49.78% 334 QUIMBY PARK DEVELOPMENT - 846,624 545,813 64.47% 340 BICYCLE/PEDESTRIAN ACCESS - - - 0.00% TOTAL CIP 13,357,600 21,542,681 7,712,375 35.80% C-34 Table 3c: FY 2019-20 CIP Actuals Based on the next ten (10) year forecast for transfers from General Fund to CIP Fund, the average transfers is estimated at over $3.4 million from FY 2022 -23 to FY 2030-31 (Attachment A). The estimated transfer amount includes the estimated reduction of $2 million from the public safety increases. Therefore, the financing Subcommittee is comfortable with making the recommendation of using the about $5.3 million in fund balance in CIP to fund the Ladera Linda Park and Community Center Project. iBank Loan Process The Infrastructure State Revolving Fund (ISFR) Program with iBank is a low-cost public financing to state and local government. ISRF financing is available between $50,000 to $25 million with the loan terms up to a maximum of 30 years or the useful life of the project. FY 2020-21 FY 2020-21 FY 2020-21 YTD % SPENT FUND FUND DESCRIPTION BUDGET REV. BUDGET ACTUAL REV. BUDGET 202 GAS TAX - 1,899,490 1,619,127 85.24% 211 1911 ACT STREET LIGHTING 342,000 408,540 82,735 20.25% 212 BEAUTIFICATION - - - 0.00% 215 PROPOSITION C 945,000 950,379 2,694 0.28% 216 PROPOSITION A - 647,530 463,842 71.63% 220 MEASURE R 450,000 1,033,802 364,626 35.27% 225 ABALONE COVE SEWER DISTRICT - - - 0.00% 228 DONOR RESTRICTED CONTRIBUTION - - - 0.00% 310 CDBG 150,600 338,999 20,969 6.19% 330 CAPITAL INFRASTRUCTURES PROJEC 2,521,000 3,767,094 761,469 20.21% 331 FEDERAL GRANTS - - - 0.00% 332 STATE GRANTS - 220,826 49,208 22.28% 334 QUIMBY PARK DEVELOPMENT - 300,790 14,740 4.90% 340 BICYCLE/PEDESTRIAN ACCESS - - - 0.00% TOTAL CIP 4,408,600 9,567,448 3,379,410 35.32% C-35 Below is a process timeline to obtain a ISFR loan with iBank. The first step is preliminary review where iBank’s credit committee reviews the City’s financials and project to ensure that the financing complies with their underwriting criteria. Once the credit committee approves the project, the City will receive an invitation to apply for the loan. At that time, staff will bring forward a resolution to the City Council to proceed with the loan application. iBank will work with staff to draft the resolution for the City Council and assist with the application and the preparation of the staff report for the iBank’s Board of Directors. Once the board approves the loan, their legal counsel will prepare the legal documents to fund the loan. The table below summarized the financing costs and annual payment between the two terms. Table 4: iBank Financing Summary Description 10-year 15-year Annual payment $635,500 $452,000 Total interest 761,000 1.14 M Total service fees 94,100 139,600 Total payments 6.35M 6.78M Total costs of financing $855,000 $1.28M Prelimary Review 2 to 4 weeks Receive an Invitation to apply Completed Application and Board Approval 60 to 90 days C-36 Replenishing the CIP Fund Besides reviewing, evaluating, and providing a recommendation for the financing options for the Ladera Linda Park and Community Center Project, the financing Subcommittee also recommended the following options to replenish the use of CIP Fund: • Interest earnings from CIP’s fund balance. • Additional transfers from the General Fund from surplus. • Private funding. Interest Earnings Over the last two years, CIP Fund has earned almost $1 million in interest earnings. In FY 2018-19, the interest earned is $509,000 and $471,000 in FY 2019-20. For the current fiscal year, the estimated interest earnings are approximately $300,0000. The Subcommittee recommends using the interest earning to replenish the fund balance. Staff has taken a conservative approach and projected a flat $200,000 in interest earnings in the forecast model. This is to account for the timing of the disbursement of funds on the project compared to the interest earning from the loan disbursement and the ARPA allocation. The Subcommittee has also supported this estimate. Additional Transfers from the General Fund Typically, in December, the Finance Department brings forward a staff report on the City’s unaudited actuals of the previous fiscal year. This report highlights any surplus/deficit in the General Fund, revenues minus expenditures. Looking back at the last four years, the General Fund ended year with a surplus ranging from $223,000 to $1.9 million. The estimated surplus for FY 2020-21 as presented at the budget workshop is over $800,000. Table 9: Five-Year History of the General Fund Surplus *FY 2020-21 surplus is an estimate based on the mid-year report. Based on this information, the Subcommittee recommends transferring a portion of the surplus calculated at year-end to be transferred to the CIP Fund to replenish the fund balance. For the purpose of the model, Staff used $200,000 as the additional transfer from the General Fund, which is the lowest surplus over five years. The Subcommittee also supported this estimate. FY 2020-21 FY 2019-20 FY 2018-19 FY 2017-18 FY 2016-17 Revenues 27,978,100 29,499,005 31,911,048 30,682,619 29,449,666 Expenditures (27,122,785) (28,538,827) (29,201,461) (29,429,062) (27,692,362) PO Carry-forward - (167,175) (341,432) (715,164) (963,643) Continuing appropriation - (569,400) (400,000) (300,000) (415,000) Surplus 855,315 223,603 1,968,155 238,393 378,661 C-37 Private Funding Moreover, the Subcommittee also recommended the use of private funding to replenish the CIP fund balance. If the FAC approves, the recommendation of the Subcommittee is to look into working with a consultant to build a plan. The approach for this recommendation would be a more inclusive approach by having a funding program for the City’s various capital and beautification projects. The private funding will include a donor wall and naming rights to the buildings, parks, and playground. Any donation received will go directly to CIP Fund to replenish the shortfall of over $9 million. II. Financial Implications To assist the Subcommittee with the recommendations that are presented to FAC tonight, Staff has prepared various scenarios to review the financial impact on the City to undertake this project. The table below provides a summary of the scenarios that were discussed. The details of the different scenarios are available in attachment A. Table 5: Summary of Financial Impacts After meeting with Subcommittee Member MacAllister and Member Yourman , Staff was asked to prepare two additional scenarios based on the following: • Use up to 50% of the American Rescue Plan Act funding for the project. • Use any available funding from Quimby Fund for the project. • Use Capital Infrastructure Program (CIP) Fund for 50% of the remaining balance or approximately 34% of the total project cost. • Use iBank loan for the other 50% of the remaining balance or approximately 35% of the total project cost with a 10-years term. • Use iBank loan for the other 50% of the remaining balance or approximately 35% of the total project cost with a 15-years term. Scenario 1 Financing 100% Scenario 2 Financing 75% Scenario 3 Financing 50% Initial fund for Ladera Linda from CIP fund - 3,922,500 7,845,000 Average Annual payment 1,789,570 1,376,600 905,240 Use of CIP fund 16,952,700 12,823,000 8,109,400 Use of Quimby fund 943,000 943,000 943,000 Use of ARPA fund 5,410,100 4,161,600 2,739,700 Shortfall in replenishing CIP fund (10,285,600) (11,326,900) (11,957,700) Total increase/(decrease) in fund balance (8,638,100) (9,649,400) (10,246,000) % of increase/(decrease) in fund balance -33.92% -37.89% -40.24% C-38 Based on the directions, Table 6 is a summary of the financial impacts on the two additional scenarios that the financing Subcommittee requested. Table 6: Summary of Additional Financial Impacts Table 7 below is the revised total estimated project costs including the financing costs for 10 years and 15 years. In summary, the financing costs for the 10-year loan is estimated at $855,400, an increase of 5% to the original estimated project cost of $15.7 million. The annual payment for the 10-year loan is $635,540. The 15-year loan financing costs is estimated at $1.3 million or an 8% increase to the original estimated project cost. The annual payment for the 15-year loan is $452,000. Both options require the use of ARPA, Quimby fund, and the CIP Fund excess reserve. The 10 years option will reduce the CIP fund balance by approximately $8.7 million while the 15-years will reduce CIP fund balance by almost $8.3 million. Both options in scenario 4 will leave the CIP Fund with over $16 million in fund balance (Attachment A). Scenario 4 Financing 35% 10-year Scenario 4 Financing 35% 15-year Initial fund for Ladera Linda from CIP fund 5,338,000 5,338,000 Average Annual payment 635,540 452,000 Use of CIP fund 6,355,400 6,780,000 Use of Quimby fund 943,500 943,500 Use of ARPA fund 3,908,500 3,908,500 Shortfall in replenishing CIP fund (9,493,400) (9,918,000) Total increase/(decrease) in fund balance (8,658,900) (8,293,500) % of increase/(decrease) in fund balance -34.00% -31.09% C-39 Table 7: Revised Total Estimated Project Costs CONCLUSION: In summary, the financing Subcommittee and Director Nguyen met on April 27, 2021 to discuss the financing options for the Ladera Linda Park and Community Center Project. Based on the discussion amongst Subcommittee Member Lewis, Member MacAllister, and Member Yourman, and the additional analysis provided by Director Nguyen, the Subcommittee recommends the following: • Use up to 50% of the American Rescue Plan Act funding for the project. Currently estimated at $3.9 million. • Use any available funding from Quimby Fund for the project. Currently estimated at $943,000. • Use Capital Infrastructure Program (CIP) Fund to fund 50% of the remaining balance of the project. Currently estimated at use of CIP Fund is $5.3 million • Finance $5.5 million or 35% of the total project cost with iBank for 10-years. The Subcommittee and Staff are seeking for FAC’s feedback and recommendations on the financing options presented tonight and direct Staff to forward the agreed upon recommendations to the City Council. HARD COSTS 10-years Amount 15-years Amount Community Center (enclosed areas and covered areas) 5,700,000$ 5,700,000$ Sitework (demolition of existing buildings, site prep, etc.) 6,700,000 6,700,000 Furnishings, fixtures, equipment (FFEs)300,000 300,000 Sub-total of construction costs 12,700,000 12,700,000 Construction contigency (5%)640,000 640,000 Total estimated construction costs 13,340,000$ 13,340,000$ SOFT COSTS Construction management (5%)640,000 640,000 Construction inspection (7.5%)950,000 950,000 Permitting (2%)250,000 250,000 Hazardous materials abatement (1%)130,000 130,000 Engineering support during construction (3%)380,000 380,000 Total estimated soft costs 2,350,000$ 2,350,000$ FINANCING COSTS Interest 761,300 1,140,300 Annual fees 94,100 139,600 Total estimated financing costs 855,400$ 1,279,900$ TOTAL ESTIMATED PROJECT COSTS 16,545,400$ 16,969,900$ C-40 1 Trang Nguyen From:Megan Barnes Sent:Monday, May 10, 2021 4:22 PM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda Cost Here’s one I missed.       Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: cjruona@cox.net <cjruona@cox.net>   Sent: Monday, April 12, 2021 3:28 PM  To: CC <CC@rpvca.gov>  Subject: Ladera Linda Cost    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     I read in today’s Torrance Daily Breeze that the cost of the Ladera Linda Community Center,  recently approved by the city council is expected to be $15,700,000.  I expect by the time it is  built that figure will be considerably higher.  It always is.  The Rancho Palos Verdes budget for  fiscal year 2020‐2021 totaled $37,979,100 in expenditures.  That means the projected cost of  Ladera Linda will total 41.4% of this fiscal year’s expenditures.  This is out of line & extravagant  for a city that is supposed to take pride in following a conservative fiscal policy.  The city  council will now determine how to finance this.  With the recent reduction in tax revenues due  to Covid‐19 business closures this will take imagination and should be carefully scrutinized.  It  C-41 ,...,._r.:!\ Connect wllh t he City from your phone or tobletl 0 -,. __ •- o--Avai lable In the App Store and Google Ploy ~ GETITON I""• Google Play 2 is disappointing that RPV’s commitment to fiscal prudence has been abandon.  Especially  troubling is councilman Ken Dyda’s vote in support of this effort.  He is a city founder who I  thought backed fiscal responsibility.  That is not possible with expensive projects like this.  I  have lived in RPV for 38 years & believe that the majority of people in our city do not know  anything about Ladera Linda, much less where it is located.  Accordingly, they will not visit the  site in the future & this will be an under used facility.  This is an inflated cash commitment for  few residents.  Finally, this is being sold as something for the east side residents since they do  not have a facility like this.  The east side community is basically along Palos Verdes Drive East,  primarily  between Marymount College to just beyond Miraleste Intermediate School.  Ladera  Linda is just off of Palos Verdes Drive South, in the south side of our city.      C. J. Ruona  Rancho Palos Verdes  C-42 1 Trang Nguyen From:Megan Barnes Sent:Wednesday, April 21, 2021 1:35 PM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda Park Project Funding. May 4, 2021 City Council Meeting        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: Ann Muscat <amuscat@cox.net>   Sent: Tuesday, April 20, 2021 2:17 PM  To: CC <CC@rpvca.gov>  Subject: Ladera Linda Park Project Funding. May 4, 2021 City Council Meeting    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     Dear City Council Member:     It was with disappointment that we noted the Council’s approval of the Ladera Linda Park Project  as presented at the  last council meeting.  In our minds this represents a continued disregard of the surrounding community’s concerns  about the size of the project.  We write now to ask you to please consider your fiduciary responsibility to the city very  carefully before voting to approve the budget for the project as presented.    Due to the Covid pandemic this time is particularly fraught with uncertainty for the city and is likely to result in a  revenue shortfall.  Given the many financial commitments and aspirations of the city—the on‐going response to the  Portuguese Bend land slide, the desire for a new city hall, significant and growing commitments to RPVs CalPers  C-43 ,...,._r.:!\ Connect wllh t he City from your phone or tobletl 0 -,. __ •- o--Avai lable In the App Store and Google Ploy ~ GETITON I""• Google Play 2 retirement program—just to name a few, it seems unwise to commit what could eventually be upwards of $20 million to  a community center project whose size and scope has been questioned from the beginning.    It is our understanding that the cost estimate provided by staff is not an all‐in cost that has been carefully priced out by  contractors.   It represents instead an estimate by the architect with some costs not yet priced out at all, for example  security such as lighting, fencing, gates, landscaping etc. will be determined later by consultants to recommend what  items to include and at what cost.  Thus the $15.7 million that you will be voting on is likely to represent a low end  figure.  As it is $5.7 million is budgeted for the building’s cost, which for a 6,790 square foot building represents  $839/square foot, a pretty rich budget for a modest neighborhood facility.  We would make the same comment about  the $6.7 million indicated for site work.    As the overall number increases it stands to reason that the pressure to rent the facility out will increase to recoup  the costs expended, which will result in the kind of traffic and congestion that many in the neighborhood have been  concerned about from the beginning.  We would ask the City Council to carefully consider the budget proposed and withhold approval until all the costs are  understood and a reasonable budget is established.  And as 25 year residents of the community we would ask you to do this understanding all of the other financial resources and commitments of the city at this time.    Thank you for your consideration of our concerns.    Ann Muscat  Jack Baldelli         C-44 1 Trang Nguyen From:Megan Barnes Sent:Wednesday, April 21, 2021 1:35 PM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda Park Project Funding        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: kmc5140@aol.com <kmc5140@aol.com>   Sent: Tuesday, April 20, 2021 2:09 PM  To: CC <CC@rpvca.gov>  Subject: Ladera Linda Park Project Funding    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     Date: April 20, 2021 To: City Council Meeting Re: Ladera Linda Park Project Funding C-45 ,...,._r.:!\ Connect wllh t he City from your phone or tobletl 0 -,. __ •- o--Avai lable In the App Store and Google Ploy ~ GETITON I""• Google Play 2 My name is Kim McCarthy and I am a 8 year resident of Rancho Palos Verdes. I am writing this letter to recommend that the City Council reject staff’s recommendation to spend $15.7 million on the proposed redevelopment of the Ladera Linda Park. The City is presently facing a short fall in revenues as a result of the pandemic. This project could very well place the City in a shaky financial position given the city’s higher priority items. The highest priority being the large expenditure required to slow the Portuguese Bend landslide that is even now costing the city $1 million a year just to maintain PV Drive South. In addition the City is facing RPV's CALpers retirement plan cost at a present estimated of $25 million. Finally, of major concern is the increase in vehicle crimes that the city is presently experiencing. These do not even take into consideration the cost of a new city hall. What is of concern is that the cost estimate provided by staff does not reflect the true cost of the project and could ultimately approach $20 million. The architect used some algorithm to get a very rough idea for the total cost. There was never any actual breakdown for costs for the various items listed in security; lighting, fencing, gates, landscaping etc. The report states that they will hire consultants to recommend what items to include and at what cost. That tells you that the present cost is not the "all in" cost. The City Council should vote against the funding of the project until the Council establishes a target cost of the total project consistent with the present financial position of the city and in consideration to the funding of higher priority projects. Once the target is established staff should be required to provide the Council with a cost breakdown for everything to be included in this project within the target cost. Without accurate costs it's easy to anticipate the need to start "paying for itself" once it's open. What we do not want is for the City to find itself needing to encourage frequent rentals of the building and park by outside groups in order to pay for its upkeep after the fact. Until these steps are taken we recommend that the Council reject staff’s recommendation. Kim McCarthy 134 Seawall Road, RPV C-46 1 Trang Nguyen From:Megan Barnes Sent:Wednesday, April 21, 2021 1:34 PM To:Trang Nguyen Cc:Karina Banales Subject:FW: Letter of objection for the funding of the Ladera Linda Community Center Attachments:Ladera Linda community center rejection letter.docx        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: Lori Barr <lmu95x2@yahoo.com>   Sent: Tuesday, April 20, 2021 2:39 PM  To: CC <CC@rpvca.gov>  Subject: Letter of objection for the funding of the Ladera Linda Community Center    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     Dear Madam or Sir, Please find attached my letter rejecting the funding of the Ladera Linda community center. Thank you, Lori Barr 3678 Vigilance Drive C-47 ,-- 0 - s ·-•- , __ Avai lable in the App Store and Google Ploy May 4, 2021 City Council Meeting Ladera Linda Park Project Funding My name is Lori Barr, and I am a 7-year resident of the Ladera Linda community in Rancho Palos Verdes. I am writing this letter to strongly urge the City Council reject staff’s recommendation to spend $15.7 million on the proposed redevelopment of the Ladera Linda Park. The City is presently facing a shortfall in revenues as a result of the pandemic. This project could very well place the City in a shaky financial position given the city’s higher priority items. The highest priority being the large expenditure required to slow the Portuguese Bend landslide that is even now costing the city $1 million a year just t o maintain PV Drive South. In addition, the City is facing RPV's CALpers retirement plan cost at a present estimated of $25 million. Finally, of major concern is the increase in vehicle crimes that the city is presently experiencing. These do not even take into consideration the cost of a new city hall. What is of concern is that the cost estimate provided by staff does not reflect the true cost of the project and could ultimately approach $20 million. The architect used an algorithm to get a rough idea for the total cost. There was never any actual breakdown for costs for the various items listed in security; lighting, fencing, gates, landscaping etc. The report states that they will hire consultants to recommend what items to include and at what cost . That tells you that the present cost is not the "all in" cost. The City Council should vote AGAINST the funding of the project until the Council establishes a target cost of the total project consistent with the present financial position of the city a nd in consideration to the funding of higher priority projects. Once the target is established, staff should be required to provide the Council with a cost breakdown for everything to be included in this project within the target cost. Without accurate costs it's easy to anticipate the need to start "paying for itself" once it's open. What we do not want is for the City to find itself needing to encourage frequent rentals of the building and park by outside groups in order to pay for its upkeep after the fact. Until these steps are taken we recommend that the Council reject staff’s recommendation. ____Lori F Barr_________________________ Name ____3678 Vigilance Dr. RPV_______________ Address C-48 1 Trang Nguyen From:Megan Barnes Sent:Wednesday, April 21, 2021 1:35 PM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda Project Attachments:Ladera Linda Letter.docx        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: Michael Tocicki <michael@premierinservices.com>   Sent: Tuesday, April 20, 2021 12:50 PM  To: CC <CC@rpvca.gov>  Subject: Ladera Linda Project    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     Hello     Please see attached letter.    Thank you          C-49 ,-- 0 - s ·-•- , __ Avai lable in the App Store and Google Ploy 2   Best Regards, Michael A. Tocicki Executive General Adjuster PREMIER Insurance Services, LLC p  215-620-5649   f  619-639-1115  w  premierinservices.com   NEW YORK • LOS ANGELES • MIAMI • BOSTON No representative of Premier Insurance Services LLC (“Premier”), or any consultant retained on behalf of the insurer(s) working with “Premier”, has any authority either to bind the insurer(s) to coverage, or to interpret, waive, or alter any of the terms, conditions, or limitations of the policy. The insurer (s) reserves the right to make all decisions concerning coverage. For the avoidance of doubt, nothing that “Premier” communicates to you with respect to this matter constitutes any decision of any kind with respect to any coverage of any kind or an interpretation, waiver or alteration of any policy term, condition or limitation of any insurance policy.   C-50 May 4, 2021 City Council Meeting Ladera Linda Park Project Funding We, Michael & Denise Tocicki, are residents of Rancho Palos Verdes. We live on Phantom Drive. We are writing this letter to recommend that the City Council reject the staff’s recommendation to spend $15.7 million on the proposed redevelopment of the Ladera Linda Park. The City is presently facing a shortfall in revenues as a result of the pandemic. This project could very well place the City in a desperate financial position given the city’s higher priority items. The highest priority being the large expenditure required to slow the Portuguese Bend landslide that is even now costing the city $1 million a year just to maintain PV Drive South. In addition the City is facing RPV's CALpers retirement plan cost at a present estimated of $25 million. Finally, of major concern is the increase in vehicle crimes that the city is presently experiencing. These do not even take into consideration the cost of a new city hall. What is of concern is that the cost estimate provided by staff does not reflect the true cost of the project and could ultimately approach $20 million. The architect used some algorithm to get a very rough idea for the total cost. There was never any actual breakdown for costs for the various items listed in security; lighting, fencing, gates, landscaping etc. The report states that they will hire consultants to recommend what items to include and at what cost. That tells you that the present cost is not the "all in" cost. The City Council should vote against the funding of the project until the Council establishes a target cost of the total project consistent with the present financial position of the city and in consideration to the funding of higher priority projects. Once the target is established staff should be required to provide the Council with a cost breakdown for everything to be included in this project within the target cost. Without accurate costs it's easy to anticipate the need to start "paying for itself" once it's open. What we do not want is for the City to find itself needing to encourage frequent rentals of the building and park by outside groups in order to pay for its upkeep after the fact. Until these steps are taken we recommend that the Council reject staff’s recommendation. ________Michael & Denise Tocicki_____________________ Name Phantom Drive, Rancho Palos Verdes _________________________________ Address C-51 1 Trang Nguyen From:Megan Barnes Sent:Wednesday, April 21, 2021 1:34 PM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda Construction Project Attachments:Ladera_Linda_project.docx        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: mark dehaan <madehaan@yahoo.com>   Sent: Wednesday, April 21, 2021 10:36 AM  To: CC <CC@rpvca.gov>  Subject: Ladera Linda Construction Project    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     Please see the attached document regarding the funding of the Ladera Linda Project. Sincerely, Mark DeHaan C-52 ,-- 0 - s ·-•- , __ Avai lable in the App Store and Google Ploy 2 17 year- Ladera Linda resident C-53 May 4, 2021 City Council Meeting Ladera Linda Park Project Funding My name is Mark DeHaan and I am a 17 year resident of Rancho Palos Verdes. I am writing this letter to recommend that the City Council reject staff’s recommendation to spend $15.7 million on the proposed redevelopment of the Ladera Linda Park. The City is presently facing a short fall in revenues as a result of the pandemic. This project could very well place the City in a shaky financial position given the city’s higher priority items. The highest priority being the large expenditure required to slow the Portuguese Bend landslide that is even now costing the city $1 million a year just to maintain PV Drive South. In addition the City is facing RPV's CALpers retirement plan cost at a present estimated of $25 million. Finally, of major concern is the increase in vehicle crimes that the city is presently experiencing. These do not even take into consideration the cost of a new city hall. What is of concern is that the cost estimate provided by staff does not reflect the true cost of the project and could ultimately approach $20 million. The architect used some algorithm to get a very rough idea for the total cost. There was never any actual breakdown for costs for the various items listed in security; lighting, fencing, gates, landscaping etc. The report states that they will hire consultants to recommend what items to include and at what cost. That tells you that the present cost is not the "all in" cost. The City Council should vote against the funding of the project until the Council establishes a target cost of the total project consistent with the present financial position of the city and in consideration to the funding of higher priority projects. Once the target is established staff should be required to provide the Council with a cost breakdown for everything to be included in this project within the target cost. Without accurate costs it's easy to anticipate the need to start "paying for itself" once it's open. What we do not want is for the City to find itself needing to encourage frequent rentals of the building and park by outside groups in order to pay for its upkeep after the fact. Until these steps are taken we recommend that the Council reject staff’s recommendation. Mark DeHaan Name 3511 Heroic Drive Address C-54 1 Trang Nguyen From:Megan Barnes Sent:Monday, April 26, 2021 8:58 AM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda Park Project Funding        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: patricia stenehjem <patsyanntoo@yahoo.com>   Sent: Friday, April 23, 2021 7:32 PM  To: CC <CC@rpvca.gov>  Subject: Ladera Linda Park Project Funding    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     Dear Mayor and City Council Members, My name is Patricia Stenehjem, and I am a 47 year resident of Rancho Palos Verdes. I am writing to recommend that the City Council reject staff's recommendation to spend $15.7 million on the proposed redevelopment of the Ladera Linda Park. The City is presently facing a shortfall in revenues as a result of the pandemic. This project could very well place the City in a shaky financial position, given the City's higher priority items, such as the large expenditure required to slow the Portuguese Bend landslide, and the ongoing maintenance of PV Drive South. In my opinion, the money earmarked for Ladera Linda would be better spent on upgrading and improving (or adding a new) city hall. C-55 ,...,._r.:!\ Connect wllh t he City from your phone or tobletl 0 -,. __ •- o--Avai lable In the App Store and Google Ploy ~ GETITON I""• Google Play 2 What else is of concern is that the cost estimate provided by staff does not reflect the true cost of the project. There was never any breakdown for the various items listed in security: lighting, fencing,gates, landscaping, etc. The report states that they will hire consultants to recommend what items to include, and at what cost. The City Council should vote against the funding of the project until the Council establishes a target cost of the total project consistent with the present financial position of the City, and in consideration of the funding of higher priority projects. Once the target is established, staff should be required to provide the Council with a cost breakdown for everything to be included in this project within the target cost. Until these steps are taken, I urge the Council to reject staff's recommendation. Without accurate costs, it's also easy to anticipate the need for the Park to start "paying for itself" once it's open, which would likely have a detrimental impact on surrounding neighborhoods. Sincerely and respectfully, Patricia Stenehjem 32215 Searaven Drive C-56 1 Trang Nguyen From:Megan Barnes Sent:Monday, April 26, 2021 3:03 PM To:Trang Nguyen Cc:Karina Banales Subject:FW: May 4th City Council Meeting - Ladera Linda Park Project Funding        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: The Costleys <billmelandlindsey@cox.net>   Sent: Monday, April 26, 2021 2:38 PM  To: CC <CC@rpvca.gov>  Subject: May 4th City Council Meeting ‐ Ladera Linda Park Project Funding    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     Dear Mayor and City Council Members,    My name is Bill Costley and I am a 20 year resident of Rancho Palos Verdes.  I am writing to recommend that the City  Council reject the staff’s recommendation to spend $15.7 million on the proposed redevelopment of the Ladera Linda  Park.  The cost estimate provided by staff does not reflect the true cost of the project which will ultimately be closer to $18‐20 million.  The architect’s method to calculate costs only provided a rough idea of the total cost and there was never  any actual breakdown for costs associated with the various items listed for security, lighting, fencing, gates, landscaping, etc.  The report states that they will hire consultants to recommend what items to include and at what costs, which means the recommended $15.7 million number is far from the total costs for this project.  This is a ridiculous amount of money  C-57 ,...,._r.:!\ Connect wllh t he City from your phone or tobletl 0 -,. __ •- o--Avai lable In the App Store and Google Ploy ~ GETITON I""• Google Play 2 that would be better spent on higher priority projects such as the Portuguese Bend Landslide abatement or the Civic Center Project as opposed to a lavish community center and park that the majority of residents oppose.    Thank you for your consideration.    Bill Costley  Phantom Drive    C-58 1 Trang Nguyen From:Megan Barnes Sent:Tuesday, April 27, 2021 5:00 PM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda Project        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: Colleen Teles <imcat58@gmail.com>   Sent: Tuesday, April 27, 2021 4:57 PM  To: CC <CC@rpvca.gov>  Subject: Ladera Linda Project    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     I am sad to learn about the cost to move forward with the Ladera Linda project, a project that will do little to improve  the overall quality of life in RPV.  Ladera Linda is so far away from a vast majority of residents that I believe it will be  underused, as it was in its former incarnation.  There were occasional classes held there, and of course, it is used  extensively as a soccer field, but I doubt that no matter what you do to the structure, it will not be utilized.   I'd say that now is not the time to move forward with such an expensive project.  I'm sure Covid had a fiscal impact on  our city; let's get our current affairs in order before committing to spending money on a project that nobody really cares  about.   Lots of new families are moving into RPV, especially the Silver Spur; Basswood, Crest areas.  Not too sure about the east  side.  If you must spend money,  why don't we do something to improve the quality of life here in RPV?  A few new  classrooms at a distant site isn't going to cut it.  Follow El Segundo's lead and create a great sports center, with a pool,  C-59 ,...,._r.:!\ Connect wllh t he City from your phone or tobletl 0 -,. __ •- o--Avai lable In the App Store and Google Ploy ~ GETITON I""• Google Play 2 great baseball field, soccer field, etc.  Or follow Torrance's example and build something similar to Wilson Park, which is  a huge benefit to the community.  RPV is really lacking as far as nice parks go.    Our city is dying, as far as amenities go.  We lost our mall, the parks are average, we have no pool nor community sports  center.   The residents commonly refer to our city as the place to go to die, what with all the retirement communities  being built.  Why are you letting this happen?         Colleen Teles  5433 Whitefox Drive  Rancho Palos Verdes, CA  90275    C-60 1 Trang Nguyen From:Megan Barnes Sent:Tuesday, April 27, 2021 4:35 PM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: jdplatus <jdplatus@cox.net>   Sent: Tuesday, April 27, 2021 4:35 PM  To: CC <CC@rpvca.gov>  Subject: Ladera Linda    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.         Please vote NO on this project!  We love the idea of being a quiet, conservative community without extra traffic and  parking.   This costly project will cost us more in taxes.  We don’t Need this at all.  Save money, our security, and our quiet  residential  community.    Judy Platus   jdplatus@cox.net  C-61 ,...,._r.:!\ Connect wllh t he City from your phone or tobletl 0 -,. __ •- o--Avai lable In the App Store and Google Ploy ~ GETITON I""• Google Play 2 live in RPV  C-62 1 Trang Nguyen From:Megan Barnes Sent:Tuesday, April 27, 2021 5:04 PM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: klenders@cox.net <klenders@cox.net>   Sent: Tuesday, April 27, 2021 5:03 PM  To: CC <CC@rpvca.gov>  Subject: Ladera Linda    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     Dear City Council,  Please listen to your residents, WE DO NOT WANT A $15 MILLION LADERA LINDA IMPROVEMENT. We don't want it. WE  DON'T WANT IT. Nor do we want a shuttle bringing visitors to the Preserve. WE DON'T WANT IT. We don't want you  posting videos on Youtube or Instagram inviting people to come to the peninsula. They have found it just fine without  your help. We cannot accommodate them. The road is dangerous. It's moving, MOVING. It's an ACTIVE landslide. Visitors  not familiar with the area are dying; on the road, and in the water. How many more makeshift memorials will we have to  watch be erected? There isn't adequate parking. There aren't adequate sidewalks. Please come to my home and watch  C-63 ,...,._r.:!\ Connect wllh t he City from your phone or tobletl 0 -,. __ •- o--Avai lable In the App Store and Google Ploy ~ GETITON I""• Google Play 2 them liter, honk, make illegal screeching u turns, park in front of "No Parking" signs, run, bike, pee in our bushes, vomit  on our curbs, etc. I'll put on a pot of coffee so you can stay awhile and watch the horror show...  Thank you for listening,  Kristen Lenders  C-64 1 Trang Nguyen From:Megan Barnes Sent:Tuesday, April 27, 2021 5:28 PM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda Megan Barnes Senior Administrative Analyst mbarnes@rpvca.gov Phone - (310) 544-5226 City of Rancho Palos Verdes 30940 Hawthorne Blvd. Rancho Palos Verdes, CA 90275 Website: www.rpvca.gov This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation. City Hall is open to the public during regular business hours. To help prevent the spread of COVID- 19, visitors are required to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate department and follow all posted directions during your visit. Walk-ups are limited to one person at a time. Please note that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on the City website. -----Original Message----- From: Anne Wold <annewold@cox.net> Sent: Tuesday, April 27, 2021 5:27 PM To: CC <CC@rpvca.gov> Subject: Ladera Linda CAUTION: This email originated from outside of the City of Rancho Palos Verdes. Our appreciation goes to the fiscally- C-65 2 sensible council members Ms. Ferraro and Mr Bradley, who have stated their position to not support a 15+ million dollar project in a quiet neighborhood. They are following their pre-election promises to listen to their constituents and to retain RPV’s sensible budget expenditures. They also recognize the surrounding neighborhood traffic which would be associated with such a large project. How do the remaining three council members plan to properly maintain our City when over 40% of the entire budget is going to overbuild a facility? Surely hope we would not have an emergency requiring funds in place. Extremely disappointing to hear the stuff coming out of our City Council these days. Anne & Richard Wold 50 year residents of RPV C-66 1 Trang Nguyen From:Megan Barnes Sent:Wednesday, April 28, 2021 9:26 AM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda project        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: alfrew@cox.net <alfrew@cox.net>   Sent: Wednesday, April 28, 2021 9:26 AM  To: CC <CC@rpvca.gov>  Subject: Ladera Linda project    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     Councilmembers,  Please do not approve such an expensive project ... re‐look at something more reasonable.  Thank you,  Allan Frew  RPV  C-67 ,...,._r.:!\ Connect wllh t he City from your phone or tobletl 0 -,. __ •- o--Avai lable In the App Store and Google Ploy ~ GETITON I""• Google Play 1 Trang Nguyen From:Megan Barnes Sent:Wednesday, April 28, 2021 8:13 AM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda cost        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: Bill Foster <billfost541@gmail.com>   Sent: Wednesday, April 28, 2021 2:21 AM  To: Ken Dyda <Ken.Dyda@rpvca.gov>; CC <CC@rpvca.gov>  Cc: martycrna@gmail.com  Subject: Ladera Linda cost    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     I was shocked after reading the PvP watch letter about the cost of the park project. I’m sure you have read it, but reread  it again. How can you honestly commit over40% of the cities yearly revenues for a questionable and unpopular project?  This is the most alarming part of the newsletter  The Cost C-68 ,...,._r.:!\ Connect wllh t he City from your phone or tobletl 0 -,. __ •- o--Avai lable In the App Store and Google Ploy ~ GETITON I""• Google Play 2 The Torrance Daily Breeze has reported that the cost of this project is expected to be $15,700,000. By the time it is completed this number will be bigger than that…it always is. To give that large number context realize that the RPV budget for fiscal year 2020-2021 totaled $37,979,100 in expenditures. That means the projected cost of Ladera Linda is 41.4% of this fiscal year’s expenditures…for the entire city! PVP Watch believes this is out of line for a city that is supposed to pride itself in following a conservative fiscal policy. On May 4th the city council will determine how to finance this extravagance. With the recent reduction in tax revenues due to Covid-19 business closures this will take imagination and should be carefully scrutinized.   Bill Foster  32451 Searaven Dr  Rancho Palos Verdes  Sent from my iPad  C-69 1 Trang Nguyen From:Megan Barnes Sent:Friday, April 30, 2021 8:32 AM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda cost        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: MANSOOR ALYESHMERNI <alyesh@aol.com>   Sent: Friday, April 30, 2021 7:39 AM  To: grapecon@cox.net  Cc: Bill Foster <billfost541@gmail.com>; bill schurmer <sbschurm@yahoo.com>; Diane Mills <dianebmills@gmail.com>;  martycrna@gmail.com; CC <CC@rpvca.gov>; Jessica Vlaco <jvlaco@yahoo.com>; Mickey Rodich  <mickeyrodich@gmail.com> <mickeyrodich@gmail.com>; Amanda Wong <kiwi_esq@hotmail.com>; Donald Bell  <dwbrpv@gmail.com>  Subject: Re: Ladera Linda cost    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     It reminds me of the old adage figures don’t lie but liars do figure.    As mentioned above there are significant infrastructure needs much greater than what’s being done here at a very big  expense.     What can we do at this point? Request a meeting?  C-70 ,...,._r.:!\ Connect wllh t he City from your phone or tobletl 0 -,. __ •- o--Avai lable In the App Store and Google Ploy ~ GETITON I""• Google Play 2     M.  "Elie" Alyeshmerni    Alyesh@aol.com  Cell 310 922‐7852  32443 Sea Raven Drive  Rancho Palos Verdes CA 90275    On Apr 30, 2021, at 5:43 AM, grapecon@cox.net wrote:     Cost per square foot less than George F. Canyon?????  Well, I guess if you only consider building cost,  and use the roof area instead of the usable square footage, you can get to that figure ($5.08M / 13,370  square feet).  But is that fair?  How about using usable square footage in the denominator ($5.08M /  ~6700 square feet = $760 per square foot), and now the cost per square foot is 150% of George F  Canyon.  A design with a significant amount of glass, laid out in linear fashion to provide more  unnecessary ocean views, is not going to be a cost effective construction.  Instead of putting in a modest  amount of glass, the city is instead putting a band aid on by adding large expensive security shutters,  which will only raise the cost further the more area of expensive glass they have to cover.     Regarding funding, how about applying ARPA funding to slide mitigation?  Seems like that is in greater  need of “rescue.”  Aren’t there other critical infrastructure needs, also?  Our sewer, water, electricity,  and gas lines are 50+ years old…..no concerns there?  How about undergrounding power lines to help  mitigate sources of wildfire? Even if there is good argument to use those funds for this park, that  doesn’t mean the city needs to spend $15.7M (or more) on this project.  How about $5M‐$7M for the  project?  Right size the building to 3 rooms, use more conventional construction, preserve existing large  foliage and only re‐landscape what is necessary, etc.  I am sure we could have a very nice and functional  facility for that budget.  And what about funding for the massive proposed Civic Center Project????     Also, the last line in Ara’s email is offensive in that it implies LL residents want nothing done:  “ the existing park grounds and building are a poor representation of Rancho Palos Verdes, and do not support an enhanced quality of life for our residents.” We are not arguing that nothing be done. We agree a new center and improving the grounds is a good idea. We just don’t agree that a building of the proposed size is needed or wanted by the community, nor all the amenities clearly designed to attract more visitors from greater distances. When we point out that opening up views in no way affects the functionality of the community center or park, we get no response….because there is no logical counter-argument. Does every major park in RPV have to have expansive views? Why not keep the “nestled in the trees” community feel currently at Ladera Linda?        From: Bill Foster <billfost541@gmail.com>   Sent: Thursday, April 29, 2021 10:21 PM  To: Gary Randall <grapecon@cox.net>; bill schurmer <sbschurm@yahoo.com>; Diane Mills  <dianebmills@gmail.com>; martycrna@gmail.com; CC <cc@rpvca.gov>; Jessica Vlaco  <jvlaco@yahoo.com>; Mickey Rodich <mickeyrodich@gmail.com>; Amanda Wong  <kiwi_esq@hotmail.com>; Donald Bell <dwbrpv@gmail.com>; Elie Alyeshmerni <Alyesh@aol.com>  Subject: Fwd: Ladera Linda cost     So guess the cost per square foot for Ladera Linda is less than George Canyon. Even though Ladera  Linda  will cost 15 million dollars more to build,So that makes it all right.  C-71 3 So we are building  this with reliance of the American Rescue Plan Act and other bailouts for funding to  build this . Does Ladera Linda need to be rescued? The city will be using an incredible amount of its  reserve and resources to build something  that according to the residents of RPV, we don’t want.  I really don’t understand the motivation of our city leaders for supporting this.   Bill Foster  32451 Searaven Dr  Sent from my iPad    Begin forwarded message:  From: Ara Mihranian <AraM@rpvca.gov>  Date: April 29, 2021 at 2:53:17 PM PDT  To: Bill Foster <billfost541@gmail.com>, Ken Dyda <Ken.Dyda@rpvca.gov>, CC  <CC@rpvca.gov>  Cc: martycrna@gmail.com  Subject: RE: Ladera Linda  cost     Mr. Foster,     The City Council is in receipt of your email expressing your concerns regarding the Ladera Linda Community Center and Park Project. Your email will be provided to the City Council as part of the May 18 Staff Report. Please note that the City Council will not be considering project budget and financing alternatives on May 4, but rather on May 18.    I would like to take this opportunity to highlight information on this project taken from the April 6, 2021 City Council Staff Report on the City’s website at the following link:    https://rpv.granicus.com/GeneratedAgendaViewer.php?view_id=5&clip_id =3900    As you may know, in the 1960s, the PVPUSD developed the project site into the Ladera Linda Elementary school. The school operated until 1980, when the City purchased the property and officially opened the park in 1982. From 1993 to 2011, a Montessori School leased several classrooms on the site. Since 2011, the community center and park has been exclusively used for park recreation purposes.    In 2013, the City Council commissioned an engineering firm to assess the condition of all its public facilities, including Ladera Linda. That assessment scored the Ladera Linda buildings as an “F” noting that the following:    • Buildings/systems are at end of useful life: facing significant repair and renovation costs  • Inefficient systems: Increased on-going utility costs and maintenance   • Building area is larger than needed and therefore more costly to maintain  C-72 4 • Code compliance – any renovation triggers accessibility and fire/life safety upgrades to site and buildings  • Complex array of buildings creates nooks and crannies, numerous blind spots and insecure site areas.    I am highlighting the above because it indicates that the existing buildings are, among other things, essentially a financial liability for the City. To that point, in 2016, the then-City Council proceeded to develop a master plan for the property. Over the next few years, the project plans for the master plan were reviewed extensively by the public including the adjacent neighborhoods at several public workshops and meetings. The final design was presented and accepted by the City Council in August 2019.    In terms of the community, our city prides itself on acres of protected open space. Ladera Linda is the only park with a community center in the eastern portion of the City and is almost 5 miles east of PVIC and 7.5 miles east of Hesse Park. There are very few City parks and no City community centers in that part of RPV.     During public workshops and meetings with adjacent HOAs, many residents noted that they were not inclined to drive to Hesse Park to attend classes; they would prefer to attend classes in their local neighborhood park. Ladera Linda is also the only City facility with a large multi-purpose room located east of the landslide, one that could serve as an evacuation center in case of a natural disaster.    There has recently been a comparison of the City’s estimated $15.7 million Ladera Linda project to the Rolling Hills Estates’ George F. Canyon Nature Center project with a reported $1.7 million price tag. The April 6, 2021 Staff Report addressed this issue in depth. These are very different projects as shown in the following staff report excerpt:    Table 7. Comparison between the George F Canyon Nature Center and the Ladera Linda Community Center    <image001.png>   This table compares the building size, structural framed area, and estimated costs without soft costs and contingency for both buildings. This apples-to-apples comparison shows that the cost per square foot of the George F. Canyon Nature Center is actually higher than the Ladera Linda Community Center. Moreover, the Ladera Linda project is a total rebuild of approximately 7 acres of the total 11-acre site.    In considering the breadth and scope of a City project such as Ladera Linda, it is important to understand municipal budgeting. In simple terms, the City’s budget is an operational plan on what is expected to be spent during the year to deliver services to the community. That budget number also represents the cash outflow related to the delivery of the services. Ladera Linda is a capital project, and all capital projects are expended over the life of the asset, not in the year or years that it was built and is C-73 5 therefore not considered an operating expense. That said, to construct a capital project in government, you need to understand the City’s cash flow. At the end of March 2021, the City has a cash balance of $64.1 million in all of its funds (i.e. General Fund, CIP, Gas Tax, CDBG, Prop A, Prop C, etc.). However, because this is a capital project, not affecting general operations, the cost would be borne by the Capital Infrastructure Program (CIP) Fund which has a cash balance of $25.5 million at the end of March 2021 (the General Fund which supports services has a cash balance of $22.8 million at the end of March 2021).    There are multiple ways the City could fund this project without impacting operations or services. Based on the estimated project cost of $15.7 million, the City’s Finance Advisory Committee is currently working on evaluating different financing options for this project. One option currently being considered is using a mixture of the American Rescue Plan Act (ARPA) funding, Quimby Fund, CIP Fund, and financing. This option would reduce the use of general operations funds so services are not impacted nor taxes raised (which is not even under consideration). The City has an estimated allocation of $7.8 million from the ARPA and just under $1 million available from Quimby Fund.     The point in providing this information is to understand that the existing park and community center are a valuable City asset that needs to be maintained similar to other City assets, like roads, trails, and critical infrastructure. If not maintained, the cost to the City may likely exceed the estimated project cost in the long term. Lastly, the existing park grounds and building are a poor representation of Rancho Palos Verdes, and do not support an enhanced quality of life for our residents.     I hope this has been helpful. Please feel free to reach out to me with any follow-up questions.    Ara            Ara Michael Mihranian  City Manager  ___________________________________    <image002.jpg> 30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  310-544-5202 (telephone)  310-544-5293 (fax)  aram@rpvca.gov  www.rpvca.gov        C-74 6  Do you really need to print this e-mail?    This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.    <image003.png>  <image004.png>          <image005.png>    From: Bill Foster <billfost541@gmail.com>   Sent: Wednesday, April 28, 2021 2:21 AM  To: Ken Dyda <Ken.Dyda@rpvca.gov>; CC <CC@rpvca.gov>  Cc: martycrna@gmail.com  Subject: Ladera Linda cost     CAUTION: This email originated from outside of the City of Rancho Palos Verdes.      I was shocked after reading the PvP watch letter about the cost of the park project. I’m  sure you have read it, but reread it again. How can you honestly commit over40% of the  cities yearly revenues for a questionable and unpopular project?   This is the most alarming part of the newsletter  The Cost  The Torrance Daily Breeze has reported that the cost of this project is expected to be $15,700,000. By the time it is completed this number will be bigger than that…it always is. T give that large number context realize that the RPV budget for fiscal year 2020-2021 totaled $37,979,100 in expenditures. That means the projected cost of Ladera Linda 41.4% of this fiscal year’s expenditures…for the entire city! PVP Watch believes this is out of line for a city that is supposed to pride itself in following a conservative fiscal policy On May 4th the city council will determine how to finance this extravagance. With the recent reduction in tax revenues due t Covid-19 business closures this will take imagination and should be carefully scrutinized.    Bill Foster  32451 Searaven Dr  Rancho Palos Verdes  Sent from my iPad  C-75 1 Trang Nguyen From:Megan Barnes Sent:Friday, April 30, 2021 8:32 AM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda cost        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: grapecon@cox.net <grapecon@cox.net>   Sent: Friday, April 30, 2021 5:44 AM  To: 'Bill Foster' <billfost541@gmail.com>; 'bill schurmer' <sbschurm@yahoo.com>; 'Diane Mills'  <dianebmills@gmail.com>; martycrna@gmail.com; CC <CC@rpvca.gov>; 'Jessica Vlaco' <jvlaco@yahoo.com>; Mickey  Rodich <mickeyrodich@gmail.com> <mickeyrodich@gmail.com>; 'Amanda Wong' <kiwi_esq@hotmail.com>; 'Donald  Bell' <dwbrpv@gmail.com>; 'Elie Alyeshmerni' <Alyesh@aol.com>  Subject: RE: Ladera Linda cost    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     Cost per square foot less than George F. Canyon?????  Well, I guess if you only consider building cost, and use the roof  area instead of the usable square footage, you can get to that figure ($5.08M / 13,370 square feet).  But is that  fair?  How about using usable square footage in the denominator ($5.08M / ~6700 square feet = $760 per square foot),  and now the cost per square foot is 150% of George F Canyon.  A design with a significant amount of glass, laid out in  linear fashion to provide more unnecessary ocean views, is not going to be a cost effective construction.  Instead of  putting in a modest amount of glass, the city is instead putting a band aid on by adding large expensive security shutters,  which will only raise the cost further the more area of expensive glass they have to cover.  C-76 ,...,._r.:!\ Connect wllh t he City from your phone or tobletl 0 -,. __ •- o--Avai lable In the App Store and Google Ploy ~ GETITON I""• Google Play 2   Regarding funding, how about applying ARPA funding to slide mitigation?  Seems like that is in greater need of  “rescue.”  Aren’t there other critical infrastructure needs, also?  Our sewer, water, electricity, and gas lines are 50+ years  old…..no concerns there?  How about undergrounding power lines to help mitigate sources of wildfire? Even if there is  good argument to use those funds for this park, that doesn’t mean the city needs to spend $15.7M (or more) on this  project.  How about $5M‐$7M for the project?  Right size the building to 3 rooms, use more conventional construction,  preserve existing large foliage and only re‐landscape what is necessary, etc.  I am sure we could have a very nice and  functional facility for that budget.  And what about funding for the massive proposed Civic Center Project????    Also, the last line in Ara’s email is offensive in that it implies LL residents want nothing done:  “ the existing park grounds and building are a poor representation of Rancho Palos Verdes, and do not support an enhanced quality of life for our residents.” We are not arguing that nothing be done. We agree a new center and improving the grounds is a good idea. We just don’t agree that a building of the proposed size is needed or wanted by the community, nor all the amenities clearly designed to attract more visitors from greater distances. When we point out that opening up views in no way affects the functionality of the community center or park, we get no response….because there is no logical counter-argument. Does every major park in RPV have to have expansive views? Why not keep the “nestled in the trees” community feel currently at Ladera Linda?     From: Bill Foster <billfost541@gmail.com>   Sent: Thursday, April 29, 2021 10:21 PM  To: Gary Randall <grapecon@cox.net>; bill schurmer <sbschurm@yahoo.com>; Diane Mills <dianebmills@gmail.com>;  martycrna@gmail.com; CC <cc@rpvca.gov>; Jessica Vlaco <jvlaco@yahoo.com>; Mickey Rodich  <mickeyrodich@gmail.com>; Amanda Wong <kiwi_esq@hotmail.com>; Donald Bell <dwbrpv@gmail.com>; Elie  Alyeshmerni <Alyesh@aol.com>  Subject: Fwd: Ladera Linda cost    So guess the cost per square foot for Ladera Linda is less than George Canyon. Even though Ladera Linda  will cost 15  million dollars more to build,So that makes it all right.  So we are building  this with reliance of the American Rescue Plan Act and other bailouts for funding to build this . Does  Ladera Linda need to be rescued? The city will be using an incredible amount of its reserve and resources to build  something  that according to the residents of RPV, we don’t want.  I really don’t understand the motivation of our city leaders for supporting this.   Bill Foster  32451 Searaven Dr  Sent from my iPad    Begin forwarded message:  From: Ara Mihranian <AraM@rpvca.gov>  Date: April 29, 2021 at 2:53:17 PM PDT  To: Bill Foster <billfost541@gmail.com>, Ken Dyda <Ken.Dyda@rpvca.gov>, CC <CC@rpvca.gov>  Cc: martycrna@gmail.com  Subject: RE: Ladera Linda  cost     Mr. Foster,     The City Council is in receipt of your email expressing your concerns regarding the Ladera Linda Community Center and Park Project. Your email will be provided to the City Council as part of the May 18 Staff Report. Please note that the City Council will C-77 3 not be considering project budget and financing alternatives on May 4, but rather on May 18.    I would like to take this opportunity to highlight information on this project taken from the April 6, 2021 City Council Staff Report on the City’s website at the following link:    https://rpv.granicus.com/GeneratedAgendaViewer.php?view_id=5&clip_id=3900    As you may know, in the 1960s, the PVPUSD developed the project site into the Ladera Linda Elementary school. The school operated until 1980, when the City purchased the property and officially opened the park in 1982. From 1993 to 2011, a Montessori School leased several classrooms on the site. Since 2011, the community center and park has been exclusively used for park recreation purposes.    In 2013, the City Council commissioned an engineering firm to assess the condition of all its public facilities, including Ladera Linda. That assessment scored the Ladera Linda buildings as an “F” noting that the following:    • Buildings/systems are at end of useful life: facing significant repair and renovation costs  • Inefficient systems: Increased on-going utility costs and maintenance   • Building area is larger than needed and therefore more costly to maintain  • Code compliance – any renovation triggers accessibility and fire/life safety upgrades to site and buildings  • Complex array of buildings creates nooks and crannies, numerous blind spots and insecure site areas.    I am highlighting the above because it indicates that the existing buildings are, among other things, essentially a financial liability for the City. To that point, in 2016, the then- City Council proceeded to develop a master plan for the property. Over the next few years, the project plans for the master plan were reviewed extensively by the public including the adjacent neighborhoods at several public workshops and meetings. The final design was presented and accepted by the City Council in August 2019.    In terms of the community, our city prides itself on acres of protected open space. Ladera Linda is the only park with a community center in the eastern portion of the City and is almost 5 miles east of PVIC and 7.5 miles east of Hesse Park. There are very few City parks and no City community centers in that part of RPV.     During public workshops and meetings with adjacent HOAs, many residents noted that they were not inclined to drive to Hesse Park to attend classes; they would prefer to attend classes in their local neighborhood park. Ladera Linda is also the only City facility with a large multi-purpose room located east of the landslide, one that could serve as an evacuation center in case of a natural disaster.    There has recently been a comparison of the City’s estimated $15.7 million Ladera Linda project to the Rolling Hills Estates’ George F. Canyon Nature Center project with a reported $1.7 million price tag. The April 6, 2021 Staff Report addressed this issue in depth. These are very different projects as shown in the following staff report excerpt:    C-78 4 Table 7. Comparison between the George F Canyon Nature Center and the Ladera Linda Community Center        This table compares the building size, structural framed area, and estimated costs without soft costs and contingency for both buildings. This apples-to-apples comparison shows that the cost per square foot of the George F. Canyon Nature Center is actually higher than the Ladera Linda Community Center. Moreover, the Ladera Linda project is a total rebuild of approximately 7 acres of the total 11-acre site.    In considering the breadth and scope of a City project such as Ladera Linda, it is important to understand municipal budgeting. In simple terms, the City’s budget is an operational plan on what is expected to be spent during the year to deliver services to the community. That budget number also represents the cash outflow related to the delivery of the services. Ladera Linda is a capital project, and all capital projects are expended over the life of the asset, not in the year or years that it was built and is therefore not considered an operating expense. That said, to construct a capital project in government, you need to understand the City’s cash flow. At the end of March 2021, the City has a cash balance of $64.1 million in all of its funds (i.e. General Fund, CIP, Gas Tax, CDBG, Prop A, Prop C, etc.). However, because this is a capital project, not affecting general operations, the cost would be borne by the Capital Infrastructure Program (CIP) Fund which has a cash balance of $25.5 million at the end of March 2021 (the General Fund which supports services has a cash balance of $22.8 million at the end of March 2021).    There are multiple ways the City could fund this project without impacting operations or services. Based on the estimated project cost of $15.7 million, the City’s Finance Advisory Committee is currently working on evaluating different financing options for this project. One option currently being considered is using a mixture of the American Rescue Plan Act (ARPA) funding, Quimby Fund, CIP Fund, and financing. This option would reduce the use of general operations funds so services are not impacted nor taxes raised (which is not even under consideration). The City has an estimated allocation of $7.8 million from the ARPA and just under $1 million available from Quimby Fund.     The point in providing this information is to understand that the existing park and community center are a valuable City asset that needs to be maintained similar to other City assets, like roads, trails, and critical infrastructure. If not maintained, the cost to the City may likely exceed the estimated project cost in the long term. Lastly, the existing park grounds and building are a poor representation of Rancho Palos Verdes, and do not support an enhanced quality of life for our residents.     C-79 George F Canyon Ladera Linda Building Structural framed area Estimated costs w/out soft costs and contingency $ Cost per ft2 $ Nature Center Community Center 1,750 3 ,355 1 ,694,376 $ 505 $ 6,790 13,720 5 ,080,000 370 5 I hope this has been helpful. Please feel free to reach out to me with any follow-up questions.    Ara            Ara Michael Mihranian  City Manager  ___________________________________      30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  310-544-5202 (telephone)  310-544-5293 (fax)  aram@rpvca.gov  www.rpvca.gov         Do you really need to print this e-mail?    This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.                From: Bill Foster <billfost541@gmail.com>   Sent: Wednesday, April 28, 2021 2:21 AM  To: Ken Dyda <Ken.Dyda@rpvca.gov>; CC <CC@rpvca.gov>  Cc: martycrna@gmail.com  Subject: Ladera Linda cost     CAUTION: This email originated from outside of the City of Rancho Palos Verdes.      C-80 AD , 0 -. " ~ GETITON JI"" Google Play 6 I was shocked after reading the PvP watch letter about the cost of the park project. I’m sure you have  read it, but reread it again. How can you honestly commit over40% of the cities yearly revenues for a  questionable and unpopular project?   This is the most alarming part of the newsletter  The Cost  The Torrance Daily Breeze has reported that the cost of this project is expected to be $15,700,000. By the time it is completed this number will be bigger than that…it always is. To give that large number context realize that the RPV budget for fiscal year 2020-2021 totaled $37,979,100 in expenditures. That means the projected cost of Ladera Linda is 41.4% of this fiscal year’s expenditures…for the entire city! PVP Watch believes this is out of line for a city that is supposed to pride itself in following a conservative fiscal policy.  On May 4th the city council will determine how to finance this extravagance. With the recent reduction in tax revenues due to Covid-19 business closures this will take imagination and should be carefully scrutinized.    Bill Foster  32451 Searaven Dr  Rancho Palos Verdes  Sent from my iPad  C-81 1 Trang Nguyen From:Megan Barnes Sent:Monday, May 3, 2021 11:21 AM To:Trang Nguyen Cc:Karina Banales Subject:FW: Traffic signal Megan Barnes Senior Administrative Analyst mbarnes@rpvca.gov Phone - (310) 544-5226 City of Rancho Palos Verdes 30940 Hawthorne Blvd. Rancho Palos Verdes, CA 90275 Website: www.rpvca.gov This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation. City Hall is open to the public during regular business hours. To help prevent the spread of COVID- 19, visitors are required to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate department and follow all posted directions during your visit. Walk-ups are limited to one person at a time. Please note that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on the City website. -----Original Message----- From: Irene Henrikson <irene.henrikson@cox.net> Sent: Saturday, May 1, 2021 10:19 AM To: CC <CC@rpvca.gov> Subject: Traffic signal CAUTION: This email originated from outside of the City of Rancho Palos Verdes. C-82 2 If you are spending millions(where is the money coming from?) on the Ladera Linda Park surely you can install a traffic signal so drivers don’t have to wait ten minutes to turn left onto PV south. Just a travesty for residents! Irene and Paul Henrikson 32404 Searaven Dr C-83 1 Trang Nguyen From:Megan Barnes Sent:Monday, May 3, 2021 11:20 AM To:Trang Nguyen Cc:Karina Banales Subject:FW: WHAT TO DO WITH LADERA LINDA?        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: rolo15@aol.com <rolo15@aol.com>   Sent: Sunday, May 2, 2021 10:29 AM  To: CC <CC@rpvca.gov>; Ken Dyda <Ken.Dyda@rpvca.gov>; rolo15@aol.com  Subject: WHAT TO DO WITH LADERA LINDA?    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     To: RPV City Council: May 2, 2021 This is to state my opposition to the proposed development at Ladera Linda. If something needs to be done with Ladera Linda piece of land, make it a grassy area with a couple of teeter-totters that kids could enjoy and perhaps an obstacle course for skate boarding teens. If there is a good view, we can enjoy it without tourists’ presence. C-84 ,...,._r.:!\ Connect wllh t he City from your phone or tobletl 0 -,. __ •- o--Avai lable In the App Store and Google Ploy ~ GETITON I""• Google Play 2 Palos Verdes Peninsula’s charm depends on being a quiet out-of-the -way village on the edge of a metropolis, not readily accessible or inviting. We are happy as we are. Local popular meetings rarely exceed fifty people and are easily accommodated by the existing conference rooms at the library or Hesse Park. There is no need for a Palos Verdes Tajh Mahal with more auditoriums and numerous bathrooms to support some non-existent crowds. Let us not build something that will need merchandising to tourist trade to justify its existence. I am especially upset at Councilman Dyda’s support of the project. He promised low-density land use and minimum taxes when he was a member of the first city council in 1973. The fifteen million cost of the project (sure to grow as project costs do), and perhaps twice as much if paid by a bond, works out close to at least $400 for every man, woman, and child on RPV. Let us remember Tomas Paine wisdom: ”Government, even in its best state, is but a necessary evil; in its worst state, an intolerable one”. Spending peoples’ money without their support is surely not the “best state”. Roland Ilsen 6847 Abbottswood Dr. C-85 1 Trang Nguyen From:Megan Barnes Sent:Monday, May 10, 2021 7:53 AM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: Barry Cossette <BarryBJC007@hotmail.com>   Sent: Friday, May 7, 2021 11:46 AM  To: CC <CC@rpvca.gov>  Subject: Ladera Linda    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     As a 23-year RPV resident now retired, I fail to see the necessity for such a large facility in an area not designed to handle the influx of people. We have already seen the mess the Sunday hikers from all over LA County are making in our traffic and neighborhoods; this will add more messed up neighborhoods to the list. Barry Cossette Armaga Spring Rd C-86 ,...,._r.:!\ Connect wllh t he City from your phone or tobletl 0 -,. __ •- o--Avai lable In the App Store and Google Ploy ~ GETITON I""• Google Play 1 Trang Nguyen From:Megan Barnes Sent:Monday, May 10, 2021 7:51 AM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda Community Center Project        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: Susan's Email <rpvbeckman@cox.net>   Sent: Friday, May 7, 2021 5:29 PM  To: CC <CC@rpvca.gov>  Subject: Ladera Linda Community Center Project    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.       City Council Members,      We have lived in RPV for over 40 years in the PV Drive South area. We strongly oppose the dollar amount and the size  of the proposed Ladera Linda project.  While we do not live in the immediate neighborhood we feel this project is not  good for those neighbors.  The increased traffic and pollution alone will be unacceptable.      We hope that you will reconsider your vote to build the project as proposed at this time.    John and Susan Beckman  C-87 ,...,._r.:!\ Connect wllh t he City from your phone or tobletl 0 -,. __ •- o--Avai lable In the App Store and Google Ploy ~ GETITON I""• Google Play 2 1 Packet Road  RPV, Ca  C-88 1 Trang Nguyen From:Megan Barnes Sent:Monday, May 10, 2021 7:52 AM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda project.        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: Greg Teles <docteles@gmail.com>   Sent: Friday, May 7, 2021 11:54 AM  To: CC <CC@rpvca.gov>  Subject: Ladera Linda project.    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     In this climate of COVID and stressful conditions,  I strongly disagree with going forward with this exorbitant project.     In my opinion, this is reckless regard to fiscal responsibility.  This needs to stop now.  Going forward with this will hurt  our city.      I strongly suggest you vote NO on this moving forward.          C-89 ,...,._r.:!\ Connect wllh t he City from your phone or tobletl 0 -,. __ •- o--Avai lable In the App Store and Google Ploy ~ GETITON I""• Google Play 2 ‐‐         Thank you.    Greg Teles  All South Bay Footcare  23365 Hawthorne Blvd., Suite 101  Torrance, CA  90505  310‐326‐0202  C-90 1 Trang Nguyen From:Megan Barnes Sent:Monday, May 10, 2021 7:52 AM To:Trang Nguyen Cc:Karina Banales Subject:FW: Please vote no on the Ladera Linda Project        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: George Walker <george@walker‐g.com>   Sent: Friday, May 7, 2021 2:01 PM  To: CC <CC@rpvca.gov>  Subject: Please vote no on the Ladera Linda Project    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     Council Members    I am very concerned that the Ladera Linda project is so expensive and is being forced upon the  neighbors in the area against their will.    Please vote no when this is considered on May 18.    C-91 ,...,._r.:!\ Connect wllh t he City from your phone or tobletl 0 -,. __ •- o--Avai lable In the App Store and Google Ploy ~ GETITON I""• Google Play 2 George A Walker 6035 Ocean Terrace Drive Rancho Palos Verdes, CA 90275 george@walker‐g.com  310‐990‐9003    C-92 1 Trang Nguyen From:Megan Barnes Sent:Monday, May 10, 2021 7:52 AM To:Trang Nguyen Cc:Karina Banales Subject:FW: Please vote “No” Ladera Linda center Megan Barnes Senior Administrative Analyst mbarnes@rpvca.gov Phone - (310) 544-5226 City of Rancho Palos Verdes 30940 Hawthorne Blvd. Rancho Palos Verdes, CA 90275 Website: www.rpvca.gov This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation. City Hall is open to the public during regular business hours. To help prevent the spread of COVID- 19, visitors are required to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate department and follow all posted directions during your visit. Walk-ups are limited to one person at a time. Please note that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on the City website. -----Original Message----- From: drgskin <drgskin@gmail.com> Sent: Friday, May 7, 2021 2:26 PM To: CC <CC@rpvca.gov> Subject: Please vote “No” Ladera Linda center CAUTION: This email originated from outside of the City of Rancho Palos Verdes. Dear RPV council men, C-93 2 After careful consideration, we would like to voice our strong opposition to Ladera Linda community center project. We do not want our city to over spend on facility we don’t need or want. We also don’t want increased traffic or crime to the city we love. We don’t live too close but near there (in PVE) but can definitely use the facility. However, we don’t want you guys to over build and then hike up tax to us or our children. We have enough public amenities to use and enjoy already. Thank you very much for listening and vote according to your constituents. Thank you! Mr. AHo and SChiu C-94 1 Trang Nguyen From:Megan Barnes Sent:Monday, May 10, 2021 7:52 AM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda Project Megan Barnes Senior Administrative Analyst mbarnes@rpvca.gov Phone - (310) 544-5226 City of Rancho Palos Verdes 30940 Hawthorne Blvd. Rancho Palos Verdes, CA 90275 Website: www.rpvca.gov This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation. City Hall is open to the public during regular business hours. To help prevent the spread of COVID- 19, visitors are required to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate department and follow all posted directions during your visit. Walk-ups are limited to one person at a time. Please note that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on the City website. -----Original Message----- From: John Marckx <jmarckx@cox.net> Sent: Friday, May 7, 2021 1:54 PM To: CC <CC@rpvca.gov> Cc: Ken Dyda <Ken.Dyda@rpvca.gov> Subject: Ladera Linda Project CAUTION: This email originated from outside of the City of Rancho Palos Verdes. This expenditure is not a good use of city funds. C-95 2 Why not update the restrooms and provide some overdue maintenance. Thanks for being our city council. John Marckx C-96 1 Trang Nguyen From:Megan Barnes Sent:Monday, May 10, 2021 7:51 AM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda Center        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: KENNETH DAPONTE <knjlastmile@cox.net>   Sent: Friday, May 7, 2021 2:55 PM  To: CC <CC@rpvca.gov>  Subject: Ladera Linda Center    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     Dear Council Member-This is to request that the proposed massive expenditure for the unwanted and unneeded Center is not made.  This money is better spent for improving and expanding existing recreational projects--trail additions and improvements, more playgrounds, etc. --that benefit RPV residents. rather than the thousands of greater LA visitors who are slowly overwhelming the current recreational facilities we residents used to be able to enjoy without larger and larger crowds the internet has attracted. I personally don't even try to C-97 ,...,._r.:!\ Connect wllh t he City from your phone or tobletl 0 -,. __ •- o--Avai lable In the App Store and Google Ploy ~ GETITON I""• Google Play 2 use the Preserve trails on Crenshaw anymore after being being rundown by mountain bike riders 3 times. Check it out on a weekend when that area is jampacked with non- RPV/Peninsula visitors trashing the place.  Thank you for your consideration of this request.  Dr. Ken Daponte--50- year RPV resident    C-98 1 Trang Nguyen From:Megan Barnes Sent:Monday, May 10, 2021 7:53 AM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda Community Center        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: Linda Cavette <lkcavette@aol.com>   Sent: Friday, May 7, 2021 11:39 AM  To: CC <CC@rpvca.gov>  Subject: Ladera Linda Community Center    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     Please do not spend this kind of money on the Ladera Linda Community Center. The buildings so far out of touch with the rest of RPV is just not rational. Over $15 million of tax payers money is just useless to the rest of the RPV community. Its too far out of the main part of RPV for this kind of expenditure. Yes, build the playing fields, but reduce that price on the extravagant buildings. I'd rather see you spend on the new City Hall buildings. I am pretty sure you are ignoring the survey we all took time to send to you. Linda Cavette, Realtor ® 310-722-7550 cell Coldwell Banker Realty C-99 ,...,._r.:!\ Connect wllh t he City from your phone or tobletl 0 -,. __ •- o--Avai lable In the App Store and Google Ploy ~ GETITON I""• Google Play 2 DRE #01294734 LKCavette@aol.com email LindaCavette.com website Named in the Top 1,000 Realtors USA NATIONALLY, Honored by NRT LLC, management and operations of Coldwell Banker®, Sotheby's International Realty®, The Corcoran Group®, ZipRealty®, Climb Real Estate, Century 21. C-100 1 Trang Nguyen From:Megan Barnes Sent:Monday, May 10, 2021 7:50 AM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda Community Center        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: Chuck's Gmail <chuck.agnew@gmail.com>   Sent: Saturday, May 8, 2021 3:24 PM  To: Eric Alegria <Eric.Alegria@rpvca.gov>; David Bradley <david.bradley@rpvca.gov>; John Cruikshank  <John.Cruikshank@rpvca.gov>; Ken Dyda <Ken.Dyda@rpvca.gov>; Barbara Ferraro <barbara.ferraro@rpvca.gov>  Cc: CityClerk <CityClerk@rpvca.gov>; CityManager <CityManager@rpvca.gov>; Planning <Planning@rpvca.gov>; CC  <CC@rpvca.gov>; Cory Linder <CoryL@rpvca.gov>; Parks <Parks@rpvca.gov>; PublicWorks <PublicWorks@rpvca.gov>;  Ken Rukavina <krukavina@rpvca.gov>; Planning <Planning@rpvca.gov>; Octavio Silva <OctavioS@rpvca.gov>; Matt  Waters <MattW@rpvca.gov>  Subject: Ladera Linda Community Center    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     Please approve the Ladera Linda Community Center. I have play paddle tennis there twice per week for over 31 years. C-101 ,...,._r.:!\ Connect wllh t he City from your phone or tobletl 0 -,. __ •- o--Avai lable In the App Store and Google Ploy ~ GETITON I""• Google Play 2 We use to hold neighborhood dinner dances, children’s birthday parties, Christmas functions, Halloween fun houses, neighborhood block parties, square dancing, and etcetera at our Community Center. With proper improvements we can do it again. It certainly will increase our property values, and our property taxes. Our neighborhood used to have annual dinner dances. We don’t any more partly because the price has become prohibitive. With a modern Community Room that facility could become an attractive low cost option. It presently is a ghost town. Leaving in its present condition is unthinkable. I agree that the cost is too high, but we have been over ten years in the planning, and starting over isn’t an option. A combination of pay for it now and finance the rest with low interest rates is the answer. Charles Agnew 32261 Phantom Dr. Rancho Palos Verdes CA 90275 cvagnew@cox.net chuck.agnew@gmail.com (310) 377 0290  C-102 1 Trang Nguyen From:Megan Barnes Sent:Monday, May 10, 2021 7:50 AM To:Trang Nguyen Cc:Karina Banales Subject:FW: NO to Ladera Linda        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: Jessica Feldman <jessyfeldm@gmail.com>   Sent: Saturday, May 8, 2021 10:55 AM  To: CC <CC@rpvca.gov>; Ken Dyda <Ken.Dyda@rpvca.gov>  Subject: NO to Ladera Linda    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     Dear RPV representatives,     I would like to voice my strong opposition to the Ladera Linda community center project. I read Herb Stark's  article and completely agree with him.    I do not want our city to overspend on a facility! We need to budget our resources more carefully and not  burden us with higher taxes! I don't mind paying taxes, but I want the funds to be used judiciously and get the  most bang for our buck (like education). This facility proposal is over the top and does not reflect our  community needs/budget and the practicalities Mr. Stark detail are scary!   C-103 ,...,._r.:!\ Connect wllh t he City from your phone or tobletl 0 -,. __ •- o--Avai lable In the App Store and Google Ploy ~ GETITON I""• Google Play 2   Thank you very much for listening and please vote NO. Thank you!    Jessica Feldman  4212 Miraleste Dr., RPV  C-104 1 Trang Nguyen From:Megan Barnes Sent:Monday, May 10, 2021 7:50 AM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: Marty Dodell <mdodell@verizon.net>   Sent: Saturday, May 8, 2021 9:32 AM  To: CC <CC@rpvca.gov>  Subject: Ladera Linda    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     To RPV City Council members, I write to urge a NO vote on the Ladera Linda project especially in light of a $15,000,000 price tag. I think it a huge investment that will provide services for a relatively small part of the City remotely sited as it is. Martin Dodell 48 year resident of RPV C-105 ,...,._r.:!\ Connect wllh t he City from your phone or tobletl 0 -,. __ •- o--Avai lable In the App Store and Google Ploy ~ GETITON I""• Google Play 1 Trang Nguyen From:Megan Barnes Sent:Monday, May 10, 2021 7:50 AM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda Community Center vote NO        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: mozawa@cox.net <mozawa@cox.net>   Sent: Saturday, May 8, 2021 8:50 AM  To: CC <CC@rpvca.gov>  Subject: Ladera Linda Community Center vote NO    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     Please vote NO on the Ladera Linda Community Center.  The cost is too high.  Thank you.  Michael Ozawa  5234 Valley View Road    Michael Ozawa  mozawa@cox.net  (213) 705‐9339    C-106 ,...,._r.:!\ Connect wllh t he City from your phone or tobletl 0 -,. __ •- o--Avai lable In the App Store and Google Ploy ~ GETITON I""• Google Play 1 Trang Nguyen From:Megan Barnes Sent:Monday, May 10, 2021 9:44 AM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda Megan Barnes Senior Administrative Analyst mbarnes@rpvca.gov Phone - (310) 544-5226 City of Rancho Palos Verdes 30940 Hawthorne Blvd. Rancho Palos Verdes, CA 90275 Website: www.rpvca.gov This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation. City Hall is open to the public during regular business hours. To help prevent the spread of COVID- 19, visitors are required to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate department and follow all posted directions during your visit. Walk-ups are limited to one person at a time. Please note that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on the City website. -----Original Message----- From: Lisa Levine <lisalevine2@icloud.com> Sent: Monday, May 10, 2021 9:39 AM To: CC <CC@rpvca.gov> Cc: info@pvpwatch.com Subject: Ladera Linda CAUTION: This email originated from outside of the City of Rancho Palos Verdes. Hello City Council, C-107 2 I vote “NO” to the Ladera Linda Community Project. It sounds like the neighbors are not in favor of this and their opinions should count. Lisa Levine RPV C-108 1 Trang Nguyen From:Megan Barnes Sent:Monday, May 10, 2021 10:43 AM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: Larry Carapellotti <larryc3@cox.net>   Sent: Monday, May 10, 2021 10:43 AM  To: Ara Mihranian <AraM@rpvca.gov>; CC <CC@rpvca.gov>; Ken Dyda <Ken.Dyda@rpvca.gov>  Cc: lisalevine2@icloud.com; Critelli, Robert C III <Robert.C.Critelli@morganstanley.com>; johnrsato@gmail.com;  c.robert.chow@gmail.com; myang@orrick.com; debbie.schneider@balimgmt.com  Subject: Ladera Linda  CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     Please don’t waste RPV funds on a facility at Ladera Linda when there are many more important priorities. There is nothing at Ladera Linda to attract visitors other than some trails in the hills. Improving the Ocean cliff areas where visitors flock daily is a much better use of City recreational funds. Ocean Front Estates We have been waiting for the City to remove the acacia bushes along PV Drive in OFE for over one year (they represent a safety and fire hazard). We have also been waiting for the City to institute “permit parking only” at OFE (passed by the Safety Committee in February). C-109 ,...,._r.:!\ Connect wllh t he City from your phone or tobletl 0 -,. __ •- o--Avai lable In the App Store and Google Ploy ~ GETITON I""• Google Play 2 If the council really wants to direct visitors to parking that will not impact residents why don’t you pave the two parking lots at the Interpretive Center and improve the signage. Unfortunately, we at Ocean Front Estates, feel that the City is not responsive to our requests and needs. Our residents pay over $5MM per year in property taxes and get very little back from the City; especially when it comes to safety and maintenance issues. We at OFE spend $300k/year to keep our residents safe – a job which the Sheriff should be doing (we almost never see a Sheriff’s vehicle in our neighborhood). Please HELP. Let’s take care of what we have before we waste money on a facility that nobody wants! Larry Carapellotti VP – OFE/HOA larryc3@cox.net Cell: 818-519-8520 C-110 1 Trang Nguyen From:Megan Barnes Sent:Tuesday, May 11, 2021 11:35 AM To:Trang Nguyen Cc:Karina Banales Subject:FW: Ladera Linda        Megan Barnes  Senior Administrative  Analyst    mbarnes@rpvca.gov       Phone ‐ (310) 544‐5226     City of Rancho Palos Verdes  30940 Hawthorne Blvd.  Rancho Palos Verdes, CA 90275  Website: www.rpvca.gov      This e-mail message contains information belonging to the City of Rancho Palos Verdes, which may be privileged, confidential and/or protected from disclosure. The information is intended only for use of the individual or entity named. Unauthorized dissemination, distribution, or copying is strictly prohibited. If you received this email in error, or are not an intended recipient, please notify the sender immediately. Thank you for your assistance and cooperation.  City Hall is open to the public during regular business hours. To help prevent the spread of COVID‐19, visitors are required  to wear face coverings and adhere to physical distancing guidelines. Some employees are working on rotation and may  be working remotely. If you need to visit City Hall, please schedule an appointment in advance by calling the appropriate  department and follow all posted directions during your visit. Walk‐ups are limited to one person at a time. Please note  that our response to your inquiry could be delayed. For a list of department phone numbers, visit the Staff Directory on  the City website.    From: Sue Soldoff <drsue@cox.net>   Sent: Tuesday, May 11, 2021 11:32 AM  To: CC <CC@rpvca.gov>  Subject: Ladera Linda    CAUTION: This email originated from outside of the City of Rancho Palos Verdes.     We both vote NO on the overpriced Ladera Linda project.    Susan Soldoff  Stephen Soldoff      Sue & Steve Soldoff  3414 Coolheights Dr  Rancho Palos Verdes, CA 90275, USA  drsue@cox.net * ssoldoff@cox.net  C-111 ,...,._r.:!\ Connect wllh t he City from your phone or tobletl 0 -,. __ •- o--Avai lable In the App Store and Google Ploy ~ GETITON I""• Google Play 2 (310) 740‐2465 * (310) 740‐2455      C-112